Dennis
Butterfield

Lifemark Securities Corp

CRD#819354
Investment Advisor
in Windham, NH

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About this Advisor

Dennis Butterfield is a chartered financial consultant based in Windham, New Hampshire with a total of 5 years of industry experience. Butterfield is an advisor for Lifemark Securities Corp. During their career, the advisor has held roles at Foresters Equity Services, Inc, Lifemark Securities Corp and Independent Insurance Agent. Butterfield maintains a Series 63 license, qualifying them as a securities agent, and can advise clients in New Hampshire. Lifemark Securities Corp is an advisory firm operating out of Rochester, NY. The investment advisory business has offices in 66 locations and a total of 70 advisors. It controls $256 million in assets across its 1,963 client accounts, making it one of the mid-sized firms in the nation by assets under management. Lifemark Securities Corp provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services largely are based on the type of financial services offered. However, fee types charged by Lifemark Securities Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

Windham, NH

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$256,337,850

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

70

NH Average: 88
Total Number of Accounts

1,963

NH Average: 3,892
Average Account Size

$130,585

NH Average: $1,917,921

Investment Advisory Services

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

Dennis Butterfield Work History

Dennis has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Lifemark Securities Corp

1974 - Present (50 years)

Independent Insurance Agent

2010 - 2018 (8 years)

Foresters Equity Services, 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 Dennis Butterfield 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

Angelo Odore
Pearl River, NY
Jon Heddleson
North Canton, OH
Joshua Lipson
Pearl River, NY
Samuel Galatioto
Rochester, NY
Loren Bailey
New York, NY
Patrick Durst
Littleton, CO
Gerald Plachta
Ocala, FL
Ronald Drake
Rochester, NY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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