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Financial ADVSR advisor directory · SEC adviser records

Lifemark Securities Corp. financial advisors in New York

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

The short answer

26 registered advisors work at Lifemark Securities Corp. in New York, out of 63 nationwide; it's the firm's number 1 state by advisors, and the most are in Rochester (10). 3 list the CFP designation and 26 are also registered broker representatives.

Lifemark Securities Corp. advisors by city in New York

Every firm in New York →

Rochester 10Pearl River 6Webster 2Buffalo 1Churchville 1Little Falls 1Mt. Vernon 1Oceanside 1Pleasant Valley 1Sherrill 1Utica 1

Lifemark Securities Corp. advisors in New York, A to Z

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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

Florida 11Colorado 4Illinois 3Ohio 3

Questions

How many Lifemark Securities Corp. financial advisors are in New York?

26 investment adviser representatives are registered at Lifemark Securities Corp. offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 63 at the firm nationwide. 3 list the CFP designation and 26 are also registered as broker representatives.

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

Rochester, with 10, then Pearl River (6). Lifemark Securities Corp. has advisors in 11 cities in New York.

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

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.