LifeMark Securities
Investment Management • 
Brighton, New York, United States • 51-100 Employees
Company overview
| Headquarters | 400 West Metro Park, Rochester, NY 14623, US |
| Phone number | +15852727170 |
| Website | |
| NAICS | 5231 |
| SIC | 621 |
| Keywords | Insurance, Financial Planning, Broker Dealer, Corporate Ria |
| Founded | 1983 |
| Employees | 51-100 |
| Socials |
Key Contacts at LifeMark Securities
Nick Delgaizo
Director Of Advisory Services
Bruce Moar
Ria Director - Principal
Ellen Robinson
Director Of Compliance/ Registration & Licensing Consultant/Registered Principal
Philip Gordon
Ceo
LifeMark Securities Email Formats
LifeMark Securities uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@lifemark.com), used 91.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@lifemark.com | 91.2% |
{first name}{last name} | johndoe@lifemark.com | 5.3% |
{first initial}{first3}{last name} | j{first3}doe@lifemark.com | 1.8% |
{first initial} | j@lifemark.com | 1.8% |
About LifeMark Securities
Integrity, leadership and service are the hallmarks of LifeMark’s philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC registered RIA, providing a “best in class” array of products and services to independent financial advisors, while maintaining the flexibility to rapidly adapt to changes within the marketplace and regulatory environments. Beyond common rhetoric, LifeMark’s ethos places the interests of its public customers first while supporting its financial advisors in remarkable ways day-to-day. Examples of this unique corporate ethos can be seen throughout its 30 year history. Notably, in 2008 LifeMark became the first broker/dealer to eliminate its Pre-Dispute Arbitration Agreement as a prerequisite to opening an account with the firm. Again, in 2013, LifeMark became the first broker/dealer to implement firm-wide training on the new GFS® (Global Financial Steward) curriculum which fully integrates the subjects of fiduciary responsibility, leadership and stewardship. Such developmental training helps financial advisors to broaden and deepen the relationships they have with clients. LifeMark pursues affiliation with advisors who embrace the same core values and wish to partner with like-minded professionals. LifeMark’s founders have combined experience in the industry of over 90 years and are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulatory matters. Ethos- noun \ˈē-ˌthäs\ the distinguishing character, sentiment, moral nature, or guiding beliefs of a person, group, or institution LifeMark's Ethos can be found at http://lifemark.com/WhyLifeMark/LifeMarkEthos.aspx Member FINRA www.finra.org Member SIPC www.sipc.org
LifeMark Securities revenue & valuation
| Annual revenue | $21,300,000 |
| Revenue per employee | $296,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $68,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
LifeMark Securities has 29 employees across 5 departments.
Departments
Number of employees
Funding Data
LifeMark Securities has never raised funding before.
LifeMark Securities Tech Stack
Discover the technologies and tools that power LifeMark Securities's digital infrastructure, from frameworks to analytics platforms.
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Analytics
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Finland
Sweden
Frequently asked questions
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