Cathy
Cristman
Lifemark Securities Corp
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About this Advisor
Cathy Cristman is a financial advisor based in Little Falls, New York, working with Lifemark Securities Corp. Cathy has previously held positions at M. Griffith Investment Services, Inc, Cadaret, Grant & Co., Inc, Lifemark Securities Corp, Clc Tax Services, Skye Financial Services, LLC, Vanmeter Tax Services, LLC, and as an Independent Insurance Agent. Cathy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, Kentucky, and New York. Currently, Cathy is part of Lifemark Securities Corp, which operates out of Little Falls, New York. The firm has 66 offices and 86 employees. The firm manages assets totaling $246.1 million and offers services including 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
Cathy Cristman Work History
Lifemark Securities Corp
Clc Tax Services
Skye Financial Services, LLC
Vanmeter Tax Services, LLC
Cadaret, Grant & Co., Inc
Independent Insurance Agent
M. Griffith Investment Services, Inc
Disclosures
Please visit the SEC profile of Cathy Cristman 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
Bear, DE
Baton Rouge, LA
Rochester, NY
Valparaiso, IN
Little Falls, NY
Littleton, CO
Pearl River, NY
Rochester, NY
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