Shawn Vuocolo, financial advisor South Williamsport PA

Shawn Vuocolo

CRD Number: 4781792
Current Firm: Lifemark Securities Corp.

Shawn Vuocolo (CRD# 4781792) is an Investment Advisor Representative working at Lifemark Securities Corp. in South Williamsport, PA and has over 19 years of experience in the finance industry.

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Merit Financial Advisors
Company Name Location Dates Years
Lifemark Securities Corp. Rochester, NY Oct 2018 - Current 5
Fischer Financial Group Williamsport, PA Jun 2009 - Current 14
Foresters Equity Services, Inc. S. Williamsport, PA Jan 2011 - Oct 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2004
Contact Info for Shawn J. Vuocolo
Phone Number: 585-424-5672
Firm Website: https://www.lifemark.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    246
    MILLIONS
  • Total Number of Accounts
    1,231
    ACCOUNTS
  • Average Account Value
    $199,925
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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