Patrick
Durst

Lifemark Securities Corp

CRD#6328382
Investment Advisor
in Littleton, CO

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About this Advisor

Patrick Durst is a certified financial planner based in Littleton, Colorado, who has 5 years of industry experience. Durst is currently employed by Lifemark Securities Corp. Durst has gained experience at Jackson National Life Distributors LLC, Avant Cell Phone Repair LLC, Yardi Systems, Lifemark Securities Corp and Front Range Financial LLC. Durst has Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to serve investors in Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Kansas, Michigan, Missouri, Montana, South Carolina, Texas, Utah, Virginia and Washington. Lifemark Securities Corp is an advisory firm that has its headquarters in Rochester, NY. It has offices in 66 locations and a total of 70 people on staff. It has $256 million in total assets across its 1,963 client accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Lifemark Securities Corp provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees largely are based on the services. Fee types billed by Lifemark Securities Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

2305 E. Arapahoe Road #235
Littleton, CO 80122

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$256,337,850

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

70

CO Average: 88
Total Number of Accounts

1,963

CO Average: 3,892
Average Account Size

$130,585

CO Average: $1,917,921

Investment Advisory Services

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

Patrick Durst Work History

Patrick has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lifemark Securities Corp

2018 - Present (6 years)

Front Range Financial LLC

2014 - 2018 (4 years)

Jackson National Life Distributors LLC

2013 - 2014 (1 year)

Avant Cell Phone Repair LLC

2012 - 2013 (1 year)

Yardi Systems

*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 Patrick Durst 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

Angelo Odore
Pearl River, NY
Jon Heddleson
North Canton, OH
Loren Bailey
New York, NY
Gerald Plachta
Ocala, FL
Patrick Durst
Littleton, CO
Joshua Lipson
Pearl River, NY
Samuel Galatioto
Rochester, NY
Ronald Drake
Rochester, NY

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.

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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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