Joshua
Lipson

Lifemark Securities Corp

CRD#5703979
Investment Advisor
in Pearl River, NY

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About this Advisor

Joshua Lipson is a financial advisor operating out of Pearl River, New York with 5 years of relevant experience. Lipson is currently employed by Lifemark Securities Corp. The advisor has gained experience at Axa Advisors, LLC, Alpine Brokerage Services, Foresters Equity Services, Inc, Lifemark Securities Corp and Lipson Financial Group. Lipson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in New Jersey. Lifemark Securities Corp is a registered investment firm headquartered in Rochester, NY. It has offices in 66 locations and a total of 70 advisors. It oversees $256 million in assets under management between its 1,963 accounts, placing it among the mid-sized firms in the country by assets under management. Lifemark Securities Corp provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules usually vary depending on which services the firm provides the client. Fees billed by Lifemark Securities Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

One Blue Hill Plaza #1509-75
Pearl River, NY 10965

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$256,337,850

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

70

NY Average: 88
Total Number of Accounts

1,963

NY Average: 3,892
Average Account Size

$130,585

NY Average: $1,917,921

Investment Advisory Services

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

Joshua Lipson Work History

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

2018 - Present (6 years)

Lifemark Securities Corp

2016 - Present (8 years)

Alpine Brokerage Services

2015 - Present (9 years)

Lipson Financial Group

2016 - 2018 (2 years)

Foresters Equity Services, Inc

2012 - 2016 (4 years)

Axa Advisors, LLC

*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 Joshua Lipson 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

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

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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