Michael
Guillery

Lifemark Securities Corp

CRD#2659726
Investment Advisor
in Livonia, MI

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About this Advisor

Michael Guillery is a financial advisor based in Livonia, Michigan, working with Lifemark Securities Corp. Michael has previously held positions at Foresters Equity, Lifemark Securities Corp, Lighthouse Tax And Investment Planning, Intervest International Equities Corp, and Q3 Asset Management. Michael has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida, Michigan, and Ohio. Currently, Michael 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. 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

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

Michael Guillery Work History

2022 - Present (2 years)

Lifemark Securities Corp

2022 - Present (2 years)

Lighthouse Tax And Investment Planning

2016 - Present (8 years)

Q3 Asset Management

2018 - 2020 (2 years)

Intervest International Equities Corp

2014 - 2016 (2 years)

Foresters Equity

Disclosures

Please visit the SEC profile of Michael Guillery 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

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