Cathy
Cristman

Lifemark Securities Corp

CRD#5770223
Investment Advisor
in Little Falls, NY

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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

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

528 E. Main St.
Little Falls, NY 13365

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$246,107,839

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

86

NY Average: 88
Total Number of Accounts

1,231

NY Average: 3,892
Average Account Size

$199,925

NY Average: $1,917,921

Investment Advisory Services

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

Cathy Cristman Work History

2021 - Present (3 years)

Lifemark Securities Corp

2021 - Present (3 years)

Clc Tax Services

2021 - Present (3 years)

Skye Financial Services, LLC

2018 - 2021 (3 years)

Vanmeter Tax Services, LLC

2017 - 2021 (4 years)

Cadaret, Grant & Co., Inc

2017 - 2021 (4 years)

Independent Insurance Agent

2014 - 2017 (3 years)

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

Patrick Durst
Littleton, CO
Brendan Schafer
Valparaiso, IN
Cathy Cristman
Little Falls, NY
Camille Toschi
Rochester, NY
Alan Mcclure
Baton Rouge, LA
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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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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