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Financial ADVSR advisor directory · SEC adviser records

Lifemark Securities Corp. financial advisors in Ocala, FL

Every SEC-registered investment adviser representative at a Lifemark Securities Corp. office in Ocala, A to Z.

5 registered advisors work at Lifemark Securities Corp. in Ocala, out of 71 at the firm nationwide; it ranks number 13 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

Lifemark Securities Corp. advisors in Ocala, A to Z

Every Lifemark Securities Corp. advisor →

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

Lifemark Securities Corp. advisors in other cities

Rochester, NY 12Pearl River, NY 6Centennial, CO 2Pittsburg, CA 2Webster, NY 2Alpharetta, GA 1Barre, VT 1Brownsville, TN 1Buffalo, NY 1Chandler, AZ 1Churchville, NY 1Clearwater, FL 1Columbia, MO 1Concord, OH 1Denver, CO 1

Other firms in Ocala

All Ocala advisors →

Truist Advisory Services, Inc. 16Merrill Lynch, Pierce, Fenner & Smith Incorporated 14LPL Financial LLC 13Raymond James & Associates, Inc. 12Pfs Investments Inc. 10Raymond James Financial Services Advisors, Inc. 10Edward Jones 8Wells Fargo Clearing Services, LLC 8Ameriprise Financial Services, LLC 6Canopy 360 Wealth, LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 6

Questions

How many financial advisors does Lifemark Securities Corp. have in Ocala?

5 investment adviser representatives are registered at Lifemark Securities Corp. offices in Ocala, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 71 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is Lifemark Securities Corp. one of the largest advisor employers in Ocala?

Lifemark Securities Corp. ranks number 13 in Ocala by registered advisors; Truist Advisory Services, Inc. has the most, with 16.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.