LIFEMARK SECURITIES CORP.

400 West Metro Park
Rochester, New York 14623
Tel: 585-424-5672

About LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES CORP, formally registered with the SEC as LIFEMARK SECURITIES CORP. The firm was established in 10/17/2007. They have over 67 offices throughout the country.

LIFEMARK SECURITIES CORP. is a Rochester, New York based Financial Planning firm with nearly $246,107,839 assets under management, offering retirement planning & investment advisory services to 1231 clients. The firm is staffed with 86 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	16204
SEC#	801-68438
Assets Managed by Firm	$246,107,839
No. of Clients	1231
No. of Advisors	86

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1231	$246,107,839
Individuals (other than high net worth individuals)	883	$246,107,839

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