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
Alan Pransky (CRD# 1399836) is an Investment Advisor Representative working at Lifemark Securities Corp. in Peabody, MA and has over 38 years of experience in the finance industry.
Gerald Skrzycki (CRD# 2156803) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livonia, MI and has over 32 years of experience in the finance industry.
Richard Sowers (CRD# 1297275) is an Investment Advisor Representative working at Lifemark Securities Corp. in Clearwater, FL and has over 39 years of experience in the finance industry.
Matthew Trenchard (CRD# 3204854) is an Investment Advisor Representative working at Lifemark Securities Corp. in Ocala, FL and has over 15 years of experience in the finance industry.
Richard Von Hurst (CRD# 1165149) is an Investment Advisor Representative working at Lifemark Securities Corp. in San Francisco, CA and has over 24 years of experience in the finance industry.
Shawn Vuocolo (CRD# 4781792) is an Investment Advisor Representative working at Lifemark Securities Corp. in South Williamsport, PA and has over 19 years of experience in the finance industry.
Mark Waskow (CRD# 1518572) is an Investment Advisor Representative working at Lifemark Securities Corp. in Barre, VT and has over 37 years of experience in the finance industry.
Samuel White (CRD# 4562032) is an Investment Advisor Representative working at Lifemark Securities Corp. in Pearl River, NY and has over 21 years of experience in the finance industry.
Robert Wolf (CRD# 1219584) is an Investment Advisor Representative working at Lifemark Securities Corp. in New Port Richey, FL and has over 22 years of experience in the finance industry.
David Baum (CRD# 4132693) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rockeville Centre, NY and has over 12 years of experience in the finance industry.