Lifemark Securities Corp.
Lifemark Securities Corp. (CRD# 16204) is a financial advisory firm headquartered in Rochester, NY. They manage $246,107,839 in 1,231 accounts and serve the financial needs of clients across 46 states (or territories).
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Total Assets Under Management246MILLION
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Total Number of Accounts1,231ACCOUNTS
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Average Account Value$199,925
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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
Charles Aguillard (CRD# 2689932) is an Investment Advisor Representative working at Lifemark Securities Corp. in Eunice, LA and has over 26 years of experience in the finance industry.
Loren Bailey (CRD# 2693049) is an Investment Advisor Representative working at Lifemark Securities Corp. in Mt. Vernon, NY and has over 26 years of experience in the finance industry.
Samuel Barber (CRD# 4750380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 19 years of experience in the finance industry.
Sara Berkowicz (CRD# 2111889) is an Investment Advisor Representative working at Lifemark Securities Corp. in Skokie, IL and has over 22 years of experience in the finance industry.
Linda Black (CRD# 4199042) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 23 years of experience in the finance industry.
Devin Born (CRD# 2275635) is an Investment Advisor Representative working at Lifemark Securities Corp. in Sinking Spring, PA and has over 31 years of experience in the finance industry.
John Busey (CRD# 2982127) is an Investment Advisor Representative working at Lifemark Securities Corp. in Alpharetta, GA and has over 26 years of experience in the finance industry.
Dennis Butterfield (CRD# 819354) is an Investment Advisor Representative working at Lifemark Securities Corp. in Windham, NH and has over 40 years of experience in the finance industry.
Anthony Constantine (CRD# 2427074) is an Investment Advisor Representative working at Lifemark Securities Corp. in Mentor, OH and has over 25 years of experience in the finance industry.
Steven Cross (CRD# 1131678) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 37 years of experience in the finance industry.