Kevin
Roche
Lifemark Securities Corp
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About this Advisor
Kevin Roche is a financial advisor based in Hibbing, Minnesota, working with Lifemark Securities Corp. Kevin has previously held positions at Lifemark Securities Corp, Bridge Financial Services Group, Roche Financial Education And Strategies Inc, Foresters Equity Services, Inc, and Tollefson's Retail Group. Kevin has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Kevin is part of Lifemark Securities Corp, which operates out of Hibbing, Minnesota. 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
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$246,107,839
86
1,231
$199,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Kevin Roche Work History
Lifemark Securities Corp
Bridge Financial Services Group
Roche Financial Education And Strategies Inc
Tollefson'S Retail Group
Foresters Equity Services, Inc
Disclosures
Please visit the SEC profile of Kevin Roche 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
Rochester, NY
Littleton, CO
Baton Rouge, LA
Bear, DE
Valparaiso, IN
Little Falls, NY
Rochester, NY
Pearl River, NY
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