Michael
Pineda

Lifemark Securities Corp

CRD#2337780
Investment Advisor
in Denver, CO

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About this Advisor

Michael Pineda is a financial advisor based in Denver, Colorado, working with Lifemark Securities Corp. Michael has previously held positions at Lifemark Securities Corp, Independent Insurance Agent, Royal Alliance, Metlife Securities, Inc, Prudential Insurance Company Of America, and Pruco Securities, LLC. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Colorado. Currently, Michael is part of Lifemark Securities Corp, which operates out of Denver, Colorado. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Denver, CO

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

CO Average: $7,464,549,021
Total Number of Employees

86

CO Average: 88
Total Number of Accounts

1,231

CO Average: 3,892
Average Account Size

$199,925

CO Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Michael Pineda Work History

2017 - Present (8 years)

Lifemark Securities Corp

2014 - Present (11 years)

Independent Insurance Agent

2016 - 2017 (1 year)

Prudential Insurance Company Of America

2016 - 2017 (1 year)

Pruco Securities, LLC

2014 - 2016 (2 years)

Royal Alliance

2011 - 2014 (3 years)

Metlife Securities, Inc

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Disclosures

Please visit the SEC profile of Michael Pineda 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

Patrick Durst
Littleton, CO
David Iobst
Bear, DE
Camille Toschi
Rochester, NY
Alan Mcclure
Baton Rouge, LA
Brendan Schafer
Valparaiso, IN
Cathy Cristman
Little Falls, NY
Angelo Odore
Pearl River, NY
Bon Koo
Rochester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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