Dennis
Butterfield

Lifemark Securities Corp

CRD#819354
Investment Advisor
in Windham, NH

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About this Advisor

Dennis Butterfield is a financial advisor based in Windham, New Hampshire, working with Lifemark Securities Corp. Dennis has previously held positions at Foresters Equity Services, Inc, Lifemark Securities Corp, and as an Independent Insurance Agent. Dennis has passed the Series 63 regulatory exam and is registered to provide services in Colorado and New Hampshire. Currently, Dennis is part of Lifemark Securities Corp, which operates out of Windham, New Hampshire. 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 the selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

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

Windham, NH

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

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

86

NH Average: 88
Total Number of Accounts

1,231

NH Average: 3,892
Average Account Size

$199,925

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

2018 - Present (7 years)

Lifemark Securities Corp

1974 - Present (51 years)

Independent Insurance Agent

2010 - 2018 (8 years)

Foresters Equity Services, Inc

Created with Highcharts 6.0.7

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

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