Kevin
Hackett

Lifemark Securities Corp

CRD#6531214
Investment Advisor
in Ocala, FL

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About this Advisor

Kevin Hackett is a financial advisor based in Ocala, Florida, working with Lifemark Securities Corp. Kevin has previously held positions at Kjohn Inc, Foresters Equity Services, Inc, Lifemark Securities Corp, and as an Independent Insurance Agent. Kevin has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Illinois, Kentucky, South Carolina, and Texas. Currently, Kevin is part of Lifemark Securities Corp, which operates out of Ocala, Florida. 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 65, Series 63

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

Ocala, FL

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

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

86

FL Average: 88
Total Number of Accounts

1,231

FL Average: 3,892
Average Account Size

$199,925

FL Average: $1,917,921

Investment Advisory Services

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

Kevin Hackett Work History

2018 - Present (6 years)

Lifemark Securities Corp

2011 - Present (13 years)

Kjohn Inc

2011 - Present (13 years)

Independent Insurance Agent

2015 - 2018 (3 years)

Foresters Equity Services, Inc

Disclosures

Please visit the SEC profile of Kevin Hackett 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

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