Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Lifemark Securities Corp. financial advisors in Florida

Every SEC-registered investment adviser representative at a Lifemark Securities Corp. office in Florida, by city and A to Z.

10 registered advisors work at Lifemark Securities Corp. in Florida, out of 63 nationwide; it's the firm's number 2 state by advisors, and the most are in Ocala (5). 0 list the CFP designation and 10 are also registered broker representatives.

Lifemark Securities Corp. advisors by city in Florida

Every firm in Florida →

Ocala 5Clearwater 1Hernando 1Jacksonville 1New Port Richey 1Venice 1

Lifemark Securities Corp. advisors in Florida, A to Z

Search by name →

Lifemark Securities Corp. advisors in every state →Lifemark Securities Corp.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lifemark Securities Corp. in other states

New York 31Colorado 3Ohio 3

Questions

How many Lifemark Securities Corp. financial advisors are in Florida?

10 investment adviser representatives are registered at Lifemark Securities Corp. offices in Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 63 at the firm nationwide. 0 list the CFP designation and 10 are also registered as broker representatives.

Where in Florida does Lifemark Securities Corp. have the most advisors?

Ocala, with 5, then Clearwater (1). Lifemark Securities Corp. has advisors in 6 cities in Florida.

How do I check a Lifemark Securities Corp. advisor in Florida?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lifemark Securities Corp. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.