Lifemark Securities Corp
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 Member SIPC
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Verified contacts
63
available on Kipplo
LinkedIn employees
74
201 to 500 range
Open roles
—
no listings
Distinct roles
41
indexed titles
Tech stack
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tools in use
Monthly traffic
68
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Decision-makers and verified team members
63 contacts with verified email or phone · masked until revealed.
- AP
Alan Pransky
Registered Principal · Finance & Accounting
EmailPhone - BM
Bruce Moar
Ria Director - Principal · General Business & Management
EmailPhone - ER
Ellen Robinson
Director of Compliance Registration & Licensing Consultant Registered Principal · Legal
EmailPhone - OS
Oral Smith
Senior Investment Advisor · Finance & Accounting
EmailPhone - AG
Alex Georgiev
Registered Representative · Sales & Business Development
EmailPhone - AC
Alexei Casolari
Operations Associate · Operations
EmailPhone - BG
Bert Goldberg
Registered Representative and Investment Advisor Representative · Finance & Accounting
EmailPhone - CP
Celia Panzer
Registered Representative · Sales & Business Development
EmailPhone - CB
Christine Billups
Client Relationship Specialist · Customer/Client Service
EmailPhone
Showing 9 of 63 verified contacts
Top roles at Lifemark Securities Corp
41 distinct titles indexed · top 10 shown.
- 17registered representative
- 3financial advisor
- 2cpo
- 2financial advisor investment advisor
- 1&,
- 1account specialist
- 1administrative assistant
- 1assessment services co-ordinator
- 1branch manager
- 1ceo
- +31more titles
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