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
Patrick Brown (CRD# 4385846) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livonia, MI and has over 17 years of experience in the finance industry.
Alexei Casolari (CRD# 7091234) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 3 years of experience in the finance industry.
Cathy Cristman (CRD# 5770223) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 13 years of experience in the finance industry.
Ronald Drake (CRD# 4658183) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 20 years of experience in the finance industry.
William Francis (CRD# 4890722) is an Investment Advisor Representative working at Lifemark Securities Corp. in Poughkeepsie, NY and has over 19 years of experience in the finance industry.
Bert Goldberg (CRD# 725334) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 40 years of experience in the finance industry.
Michael Guillery (CRD# 2659726) is an Investment Advisor Representative working at Lifemark Securities Corp. in Livonia, MI and has over 6 years of experience in the finance industry.
Andrew Kalinowski (CRD# 263409) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has over 41 years of experience in the finance industry.
Bon Koo (CRD# 7833417) is an Investment Advisor Representative working at Lifemark Securities Corp. in Rochester, NY and has 1 year of experience in the finance industry.
Michael Minter (CRD# 2989575) is an Investment Advisor Representative working at Lifemark Securities Corp. in Buffalo, NY and has over 26 years of experience in the finance industry.