Lifemark Securities Corp.

Lifemark Securities Corp. (CRD# 16204) is a financial advisory firm headquartered in Rochester, NY. They manage $256,337,850 in 1,963 accounts and serve the financial needs of clients across 46 states (or territories).

By the Numbers
  • Total Assets Under Management
    256
    MILLION
  • Total Number of Accounts
    1,963
    ACCOUNTS
  • Average Account Value
    $130,585
Compensation Options
  • A percentage of assets under your management
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Lifemark Securities Corp.
Showing 1 - 10 of 77 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 26 years of experience in the finance industry.

2
Loren C. Bailey
CRD#: 2693049
Mt. Vernon, NY

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.

3
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 19 years of experience in the finance industry.

4
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 21 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 23 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 30 years of experience in the finance industry.

7
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 26 years of experience in the finance industry.

8
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 39 years of experience in the finance industry.

9
Anthony J. Constantine
CRD#: 2427074
Mentor, OH

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.

10
Steven R. Cross
CRD#: 1131678
Ocala, FL

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.

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