John
Derbin

Lifemark Securities Corp

CRD#3183322
Investment Advisor
in Livonia, MI

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About this Advisor

John Derbin is a financial advisor based in Livonia, Michigan, working with Lifemark Securities Corp. John has previously held positions at D&L Partners, LLC Dba Boardmember Connect, Foresters Equity Services, Inc, Lifemark Securities Corp, and Tps Advisors/Total Planning Solutions. John has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Florida, Illinois, Indiana, Michigan, Minnesota, Nevada, North Carolina, Texas, Utah, and Wisconsin. Currently, John is part of Lifemark Securities Corp, which operates out of Livonia, Michigan. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million and offers services including 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 66, CERTIFIED FINANCIAL PLANNER™

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

17199 N. Laurel Park Drive Suite 210
Livonia, MI 48152

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

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

86

MI Average: 88
Total Number of Accounts

1,231

MI Average: 3,892
Average Account Size

$199,925

MI Average: $1,917,921

Investment Advisory Services

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

John Derbin Work History

2018 - Present (6 years)

Lifemark Securities Corp

2010 - Present (14 years)

D&L Partners, LLC Dba Boardmember Connect

2007 - Present (17 years)

Tps Advisors/Total Planning Solutions

2005 - 2018 (13 years)

Foresters Equity Services, Inc

Disclosures

Please visit the SEC profile of John Derbin 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
Patrick Durst
Littleton, CO
David Iobst
Bear, DE
Cathy Cristman
Little Falls, NY
Camille Toschi
Rochester, NY
Alan Mcclure
Baton Rouge, LA
Bon Koo
Rochester, NY
Angelo Odore
Pearl River, 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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