Lifemark Securities Corp.

Lifemark Securities Corp. (CRD# 16204) is a financial advisory firm headquartered in Rochester, NY. They manage $201,661,758 in 1,702 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    1,702
    ACCOUNTS
  • Average Account Value
    $118,485
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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, 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

Financial Advisors at Lifemark Securities Corp.
Showing 1 - 10 of 85 top financial advisors.
1
Charles D. Aguillard
CRD#: 2689932
1241 East Laurel Avenue, Eunice, LA 70535

Charles Aguillard (CRD# 2689932) is an Investment Advisor Representative working at Lifemark Securities Corp. in Eunice, LA and has over 23 years of experience in the finance industry.

2
Samuel E. Barber
CRD#: 4750380
400 West Metro Park, Rochester, NY 14623

Samuel Barber (CRD# 4750380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 16 years of experience in the finance industry.

3
Sara S. Berkowicz
CRD#: 2111889
Skokie, IL

Sara Berkowicz (CRD# 2111889) is an Investment Advisor Representative working at Lifemark Securities Corp. in Skokie, IL and has over 19 years of experience in the finance industry. Sara Berkowicz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Zultan Bermudez
CRD#: 5612041
Twin Ponds Executive Campus, 405 Birchfield Drive, Mount Laurel, NJ 08054

Zultan Bermudez (CRD# 5612041) is an Investment Advisor Representative working at Lifemark Securities Corp. in Mount Laurel, NJ and has over 12 years of experience in the finance industry.

5
Linda J. Black
CRD#: 4199042
400 West Metro Park, Rochester, NY 14623

Linda Black (CRD# 4199042) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 21 years of experience in the finance industry.

6
Devin A. Born
CRD#: 2275635
Sinking Spring, PA

Devin Born (CRD# 2275635) is an Investment Advisor Representative working at Lifemark Securities Corp. in Sinking Spring, PA and has over 28 years of experience in the finance industry.

7
Jenna A. Brown
CRD#: 5361782
Syracuse, NY

Jenna Brown (CRD# 5361782) is an Investment Advisor Representative working at Lifemark Securities Corp. in Syracuse, NY and has over 9 years of experience in the finance industry.

8
John H. Busey
CRD#: 2982127
12705 Century Drive, Suite A, Alpharetta, GA 30009

John Busey (CRD# 2982127) is an Investment Advisor Representative working at Lifemark Securities Corp. in Alpharetta, GA and has over 23 years of experience in the finance industry.

9
Dennis C. Butterfield
CRD#: 819354
Windham, NH

Dennis Butterfield (CRD# 819354) is an Investment Advisor Representative working at Lifemark Securities Corp. in Windham, NH and has over 37 years of experience in the finance industry.

10
Elizabeth E. Casper
CRD#: 2749845
400 West Metro Financial Center, Rochester, NY 14623

Elizabeth Casper (CRD# 2749845) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 25 years of experience in the finance industry.

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