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).
-
Total Assets Under Management246MILLION
-
Total Number of Accounts1,231ACCOUNTS
-
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)
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
Helen Davis (CRD# 1353380) is an Investment Advisor Representative working at Lifemark Securities Corp. in Dublin, OH and has over 24 years of experience in the finance industry.
Nicholas Delgaizo (CRD# 6526259) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 6 years of experience in the finance industry.
John Derbin (CRD# 3183322) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livonia, MI and has over 12 years of experience in the finance industry.
Patrick Durst (CRD# 6328382) is an Investment Advisor Representative working at Lifemark Securities Corp. in Centennial, CO and has over 9 years of experience in the finance industry.
Joseph Ferry (CRD# 2435459) is an Investment Advisor Representative working at Lifemark Securities Corp. in Naugatuck, CT and has over 17 years of experience in the finance industry.
Robert Frank (CRD# 1455254) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pearl River, NY and has over 38 years of experience in the finance industry.
Michael Garofalo (CRD# 2678306) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 28 years of experience in the finance industry.
Keith George (CRD# 1970413) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livonia, MI and has over 34 years of experience in the finance industry.
Alexandre Georgiev (CRD# 5307830) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 15 years of experience in the finance industry.
Michael Gilmartin (CRD# 4975704) is an Investment Advisor Representative working at Lifemark Securities Corp. in Palm Harbor, FL and has over 18 years of experience in the finance industry.