Lifemark Securities Corp

Investment Advisor
in New York, NY

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About this Advisor

Loren Bailey is a chartered financial consultant operating out of New York, New York with a total of 1 year of industry experience. Bailey is on the advisory team at Lifemark Securities Corp. During their career, Bailey has held roles at J.P. Morgan Securities LLC, Independent Insurance Agent, Client First Capital, LLC, Lifemark Securities Corp and Caregiver. Bailey has Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Florida, Massachusetts, Michigan, Minnesota, New Hampshire, New Jersey, New York, Ohio, South Carolina and Virginia. Lifemark Securities Corp is a financial advisory company based out of Rochester, NY. It has offices in 66 locations and a total of 70 advisors. It manages $256 million in assets under management across its 1,963 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The company performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually depend on which services are provided. However, fee types charged by Lifemark Securities Corp typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63, Chartered Financial Consultant

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

290 Collins Ave. Apt. 2B
New York, NY 10017

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management


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


NY Average: 88
Total Number of Accounts


NY Average: 3,892
Average Account Size


NY Average: $1,917,921

Investment Advisory Services

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

Loren Bailey Work History

Loren has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lifemark Securities Corp

2020 - Present (4 years)

Independent Insurance Agent

2020 - Present (4 years)


2019 - 2022 (3 years)

Client First Capital, LLC

2012 - 2019 (7 years)

J.P. Morgan Securities 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.


Please visit the SEC profile of Loren Bailey 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
Samuel Galatioto
Rochester, NY
Ronald Drake
Rochester, NY
Patrick Durst
Littleton, CO
Joshua Lipson
Pearl River, NY
Gerald Plachta
Ocala, FL
Loren Bailey
New York, 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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