Thomas
Luckenbill
Lifemark Securities Corp
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About this Advisor
Thomas Luckenbill is a financial advisor operating out of Columbia, Missouri with a total of 5 years of industry experience. Luckenbill is on the advisory team at Lifemark Securities Corp. Their career trajectory has included roles at William Woods University, Next Financial Group, Inc, Luckenbill Law Firm, Foresters Equity Services, Inc, Lifemark Securities Corp and Independent Insurance Agent. Luckenbill holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Missouri. Lifemark Securities Corp is a company based in Rochester, NY. The company has offices in 66 locations and a total of 70 advisors. It manages $256 million in assets between its 1,963 accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Lifemark Securities Corp offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on the financial services offered. However, fee types billed by Lifemark Securities Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$256,337,850
70
1,963
$130,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Thomas Luckenbill Work History
Thomas has been registered as a financial advisor for 5 years.*
Lifemark Securities Corp
Luckenbill Law Firm
Independent Insurance Agent
William Woods University
Foresters Equity Services, Inc
Next Financial Group, Inc
*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 Thomas Luckenbill 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
North Canton, OH
Pearl River, NY
Ocala, FL
Rochester, NY
Littleton, CO
Rochester, NY
Pearl River, NY
New York, NY
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