Lifemark Securities Corp
Answer a few questions and
get matched with an advisor.
Learn more about Lifemark Securities Corp
Overview
Lifemark Securities Corp is an advisory company located in Rochester, New York. Lifemark Securities Corp administers $256.3 million in total assets throughout 1,963 client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The company has an average-sized team, including 70 financial advisors. Lifemark Securities Corp does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as stocks, bonds and options.
Lifemark Securities Corp oversees more than half of its client assets in a discretionary manner. Discretionary management signifies that buy and sell choices are made by an investment advisor without requiring the client's permission. The company also administers 853 non-discretionary accounts totaling $79.7 million in AUM. The firm's average account size is $130,585. The typical financial advisor at Lifemark Securities Corp oversees about 28 client accounts, making it about average in terms of personalization.
The firm's headquarters is at 400 West Metro Park, Rochester, New York 14623. It is allowed to provide services to customers across 46 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lifemark Securities Corp by the Numbers
$256.3 million
70
1,963
$130.6 thousand
Products and Services
Lifemark Securities Corp provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses and selection of other advisers. In the last financial year, the firm provided financial planning services to 26-50 of its clients. It is not engaged in selling products or offering services apart from investment advisory services to its investment advisory customers. Lifemark Securities Corp also has a number of financial industry affiliations, including with a broker-dealer or securities dealer.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by Lifemark Securities Corp typically consist of the following fee type: asset-based. The firm does not supply a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors. Out of its 1,963 clients, Lifemark Securities Corp's largest client type by number of accounts is retail investors. None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 100%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Lifemark Securities Corp does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Lifemark Securities Corp
Pearl River, NY
North Canton, OH
Rochester, NY
Littleton, CO
Rochester, NY
Pearl River, NY
New York, NY
Ocala, FL
Ocala, FL
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.