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)
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
David Iobst (CRD# 3200819) is an Investment Advisor Representative working at Lifemark Securities Corp. in Bear, DE and has over 24 years of experience in the finance industry.
Todd Jessop (CRD# 2390338) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 30 years of experience in the finance industry.
Andrea Johnson (CRD# 5075793) is an Investment Advisor Representative working at Lifemark Securities Corp. in Brownsville, TN and has over 17 years of experience in the finance industry.
Lavelle Knight (CRD# 811522) is an Investment Advisor Representative working at Lifemark Securities Corp. in Centennial, CO and has over 5 years of experience in the finance industry.
Robert Kosty (CRD# 1408742) is an Investment Advisor Representative working at Lifemark Securities Corp. in Hernando, FL and has over 23 years of experience in the finance industry.
Lawrence Koval (CRD# 4483718) is an Investment Advisor Representative working at Lifemark Securities Corp. in Euclid, OH and has 1 year of experience in the finance industry.
Sandra Lackman (CRD# 2993771) is an Investment Advisor Representative working at Lifemark Securities Corp. in Hermann, MO and has over 26 years of experience in the finance industry.
Christopher Logue (CRD# 2820831) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pittsburg, CA and has over 27 years of experience in the finance industry.
Thomas Luckenbill (CRD# 3054999) is an Investment Advisor Representative working at Lifemark Securities Corp. in Columbia, MO and has over 25 years of experience in the finance industry.
Bradley Maikranz (CRD# 2816423) is an Investment Advisor Representative working at Lifemark Securities Corp. in Haubstadt, IN and has over 27 years of experience in the finance industry.