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
Edwin Marston (CRD# 866155) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pearl River, NY and has over 31 years of experience in the finance industry.
Alan McClure (CRD# 6570015) is an Investment Advisor Representative working at Lifemark Securities Corp. in Baton Rouge, LA and has over 8 years of experience in the finance industry.
Garrett Moretz (CRD# 4086791) is an Investment Advisor Representative working at Lifemark Securities Corp. in Mooresville, NC and has over 24 years of experience in the finance industry.
Bradley Morris (CRD# 1040140) is an Investment Advisor Representative working at Lifemark Securities Corp. in Houston, TX and has over 42 years of experience in the finance industry.
Jeffrey Morrison (CRD# 3200399) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livingston, NJ and has over 25 years of experience in the finance industry.
Daniel Obrien (CRD# 1212090) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pittsburg, CA and has over 40 years of experience in the finance industry.
Karen Obrien (CRD# 1678565) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 16 years of experience in the finance industry.
Lamont Parker (CRD# 2946241) is an Investment Advisor Representative working at Lifemark Securities Corp. in Newark, DE and has over 26 years of experience in the finance industry.
Michael Pineda (CRD# 2337780) is an Investment Advisor Representative working at Lifemark Securities Corp. in Denver, CO and has over 17 years of experience in the finance industry.
Gerald Plachta (CRD# 2760419) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 27 years of experience in the finance industry.