Lifemark Securities Corp.

Lifemark Securities Corp. (CRD# 16204) is a financial advisory firm headquartered in Rochester, NY. They manage $32,584,146 in 326 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    326
    ACCOUNTS
  • Average Account Value
    $99,951
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
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.

AR, AZ, CA, CO, CT, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT, WI, WV

Financial Advisors at Lifemark Securities Corp.
Showing 1 - 10 of 27 top financial advisors.
1
Debra S. Arthur
CRD#: 2346646
Middleburg, VA
96
Wealthminder
score

Debra Arthur (CRD# 2346646) is an Investment Advisor Representative working at Lifemark Securities Corp. in Middleburg, VA and has over 23 years of experience in the finance industry. Debra Arthur 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.

2
Sara S. Berkowicz
CRD#: 2111889
Skokie, IL
96
Wealthminder
score

Sara Berkowicz (CRD# 2111889) is an Investment Advisor Representative working at Lifemark Securities Corp. in Skokie, IL and has over 14 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.

3
Elizabeth E. Casper
CRD#: 2749845
400 West Metro Financial Center, Rochester, NY 14623
96
Wealthminder
score

Elizabeth Casper (CRD# 2749845) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 20 years of experience in the finance industry.

4
Marc B. Asher
CRD#: 4108503
400 West Metro Park, Rochester, NY 14623
93
Wealthminder
score

Marc Asher (CRD# 4108503) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 16 years of experience in the finance industry.

5
Linda J. Black
CRD#: 4199042
400 West Metro Park, Rochester, NY 14623
93
Wealthminder
score

Linda Black (CRD# 4199042) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 16 years of experience in the finance industry.

6
Joseph L. Ferry
CRD#: 2435459
327 Church Street, Naugatuck, CT 06770
93
Wealthminder
score

Joseph Ferry (CRD# 2435459) is an Investment Advisor Representative working at Lifemark Securities Corp. in Naugatuck, CT and has over 10 years of experience in the finance industry.

7
Michael J. Garofalo
CRD#: 2678306
Shrewsbury, PA
93
Wealthminder
score

Michael Garofalo (CRD# 2678306) is an Investment Advisor Representative working at Lifemark Securities Corp. in Shrewsbury, PA and has over 20 years of experience in the finance industry.

8
Alexandre Georgiev
CRD#: 5307830
400 West Metro Park, Rochester, NY 14623
93
Wealthminder
score

Alexandre Georgiev (CRD# 5307830) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 7 years of experience in the finance industry.

9
David K. Griffith
CRD#: 3072664
2018 Genesee Street, Utica, NY 13502
93
Wealthminder
score

David Griffith (CRD# 3072664) is an Investment Advisor Representative working at Lifemark Securities Corp. in Utica, NY and has over 17 years of experience in the finance industry.

10
Dhruv P. Gupta
CRD#: 2671099
284 Digital Drive, Morgan Hill, CA 95037
93
Wealthminder
score

Dhruv Gupta (CRD# 2671099) is an Investment Advisor Representative working at Lifemark Securities Corp. in Morgan Hill, CA and has over 8 years of experience in the finance industry.

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