LifeMark first and foremost recognizes and understands the autonomy of an Independent Financial Service Professional.  The Independent Representative plays a vital role in financial services that cannot be provided by large broker/dealers.  We honor and respect the need for flexibility and product offerings, and provide access to over 100 insurance and mutual fund companies.  This allows our representatives to serve the clients' ever changing needs. 

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In addition to Mutual Funds and Annuities, LifeMark clears its general securities trading through National Financial Services LLC, a subsidiary of Fidelity Investments.