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LifeMark Securities in Rochester, NY is a top independent broker dealer. We serve broker dealers and financial advisors, with maximum integrity and autonomy to allow and encourage growth. 800.291.7570
We believe the technology and systems available through LifeMark are among the best in the broker/dealer industry. The LifeMark website is the main portal to consolidate the resources and tools needed to service our clients and grow our advisers' practices.
LifeMark has grown to a National Broker/Dealer and SEC Registered Investment Advisory firm servicing independent financial service professionals in major population centers throughout the United States.
LifeMark recognizes the importance of professional development and the key role growth and education play in fostering quality client relationships. To support that goal, LifeMark provides a reimbursement program for advisors seeking professional designations through our professional development program.
LifeMark Securities, through the utilization of advanced financial planning software provides our advisors with just that ability. Leveraging sophisticated technology and a comprehensive approach, advisors can provide deeper insights to solving client's most challenging issues.
For a prompt response, please contact us by submitting our Contact Us form, calling 800-291-7570 or emailing one of our representatives.
Our firm is built on ideals of moral and ethical corporate governance which are demonstrated in our industry-leading policies and conduct since our inception in 1983.
Mar 14, 2024 · Lifemark Securities Corp Review. Lifemark Securities Corp, registered in 2007, serves 46 state (s) with a licensed staff of 86 advisors. Lifemark Securities Corp manages $246.1 million and provides investment advisory services for 883 clients (1:10 advisor/client ratio).
LifeMark Securities works with clients directly and provides services to its affiliated financial advisors. More specifically, it operates as both a broker-dealer and an RIA. The services the firm provides to its partnered advisors include office support, proprietary investment platforms and more.
LifeMark Securities Corp. | 319 followers on LinkedIn. Integrity, leadership and service are the hallmarks of LifeMark’s philosophy and business model. Founded in 1983, LifeMark is a nationally ...
