Anthony
Rinaldi
Lifemark Securities Corp
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About this Advisor
Anthony Rinaldi is a financial advisor who works in Glendale, California with a total of 5 years of industry experience. Rinaldi works at Lifemark Securities Corp. Their career trajectory has included roles at Attorney, Foresters Equity Services, Inc, Lifemark Securities Corp, Independent Insurance Agent, Notary Public and Real Estate Agent. Rinaldi has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in California. Lifemark Securities Corp is a company operating out of Rochester, NY. The investment advisory business has offices in 66 locations and a total of 70 financial advisors. It manages $256 million in assets among its 1,963 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Lifemark Securities Corp offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by Lifemark Securities Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$256,337,850
70
1,963
$130,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Anthony Rinaldi Work History
Anthony has been registered as a financial advisor for 5 years.*
Lifemark Securities Corp
Real Estate Agent
Attorney
Independent Insurance Agent
Notary Public
Foresters Equity Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Rinaldi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lifemark Securities Corp
Pearl River, NY
North Canton, OH
Ocala, FL
Littleton, CO
Rochester, NY
Pearl River, NY
Rochester, NY
New York, NY
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