Ronald
Drake
Lifemark Securities Corp
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About this Advisor
Ronald Drake is a financial advisor based out of Rochester, New York with 2 years of industry experience. Drake currently works for Lifemark Securities Corp. Over the course of their career, Drake has held roles at Lifemark Securities Corp, Teague Accounting Xperts, Inc, Independent Insurance Agent and Americu Credit Union. Drake holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in New York. Lifemark Securities Corp is an advisory firm headquartered in Rochester, NY. The investment advisory business has offices in 66 locations and a total of 70 advisors. It oversees $256 million in assets across its 1,963 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees vary depending on the type of services. Fee types billed by Lifemark Securities Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$256,337,850
70
1,963
$130,585
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Ronald Drake Work History
Ronald has been registered as a financial advisor for 2 years.*
Teague Accounting Xperts, Inc
Independent Insurance Agent
Lifemark Securities Corp
Americu Credit Union
*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 Ronald Drake 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
Pearl River, NY
North Canton, OH
Pearl River, NY
Rochester, NY
New York, NY
Littleton, CO
Ocala, FL
Rochester, 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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