Helen
Davis
Lifemark Securities Corp
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About this Advisor
Helen Davis is a financial advisor based in Dublin, Ohio, working with Lifemark Securities Corp. Helen has previously held positions at Davis Financial Management Group, Hero Marketing Group, Senior Tax Strategies Of Ohio, Foresters Equity Services, Inc, Lifemark Securities Corp, Grandma Davis LLC, Medi-Share, and Legalshield Inc. Helen has passed the Series 63 regulatory exam and is registered to provide services in Ohio. Currently, Helen is part of Lifemark Securities Corp, which operates out of Dublin, Ohio. 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
Services Offered
Fee Structure
Office Location
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Lifemark Securities Corp Brokerage Details
$246,107,839
86
1,231
$199,925
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Helen Davis Work History
Lifemark Securities Corp
Medi-Share
Grandma Davis LLC
Legalshield Inc
Senior Tax Strategies Of Ohio
Hero Marketing Group
Davis Financial Management Group
Foresters Equity Services, Inc
Disclosures
Please visit the SEC profile of Helen Davis 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
Valparaiso, IN
Rochester, NY
Bear, DE
Littleton, CO
Baton Rouge, LA
Little Falls, NY
Pearl River, NY
Rochester, NY
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