Garrett
Moretz
Lifemark Securities Corp
Answer a few questions and
get matched with an advisor.
About this Advisor
Garrett Moretz is a financial advisor who works in Mooresville, North Carolina who has 6 years of industry experience. Moretz is an employee of Lifemark Securities Corp. Over the course of their career, they have held roles at Moretz Wealth Management, LLC, First Heartland Capital, Inc and Lifemark Securities Corp. Moretz has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Florida, Georgia, Kansas, North Carolina, South Carolina and Virginia. Lifemark Securities Corp is a financial advisory business that has its headquarters in Rochester, NY. The company has offices in 66 locations and a total of 70 advisors. It controls $256 million in assets between its 1,963 client accounts, making it one of the mid-sized firms in the country by assets under management. The business offers a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely are based on which services are offered. Fees billed by Lifemark Securities Corp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Garrett Moretz Work History
Garrett has been registered as a financial advisor for 6 years.*
Lifemark Securities Corp
Moretz Wealth Management, LLC
First Heartland Capital, Inc
*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 Garrett Moretz 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
Rochester, NY
Pearl River, NY
Littleton, CO
Rochester, NY
Ocala, FL
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
