About LifeMark


Recognizing the unique nature of the independent financial professional, LifeMark founders formed the broker/dealer in 1983.

LifeMark has grown to a National Broker/Dealer and SEC Registered Investment Advisory firm servicing independent financial service professionals in major population centers throughout the United States.

Consistent with its founders' philosophy, LifeMark maintains high standards of integrity and has demonstrated this not only in its daily operations, but through its policies and affiliations. 

LifeMark Ethos

As a trusted advisor, LifeMark serves its clients honorably and with distinction. We serve our industry by advocating higher standards of care and our community by acknowledging our social responsibilities.

We believe that a meritorious and enduring relationship is built on a foundation of financial stewardship. The courage, character and personal integrity of every member of our firm is what defines who we are and how we serve.

We believe that technical expertise alone is insufficient - it must be coupled with a commitment to serve that is borne of moral obligation. This is our pursuit of excellence and the heart of financial wisdom.


Challenge coin which is awarded to graduates of the
Leadership Boot Camp Investment Stewards 

Global Financial Steward

  • I made the mistake of leaving LifeMark and moving to an Insurance Company's B/D.The experience was dreadful! Everyone I deal with at LifeMark, whether it concern commissions, compliance, or technology, is a true professional and genuinely concerned with addressing my questions. I'm happy to be back.

  • I encourage everyone to take a look at working with a producer-friendly broker/dealer...
    LifeMark Securities Corp.

  • LifeMark Securities Corp. has helped me increase my AUM by over 60% in the first year of my affiliation with them. From the back office trading support to timely marketing approvals and technology support, there is little to distract your focus on building your business.

  • I have been in financial services for 24 years, and the GFS training provided by LifeMark is simply the best lesson I have ever had so far. As a licensed financial professional, I believe that leadership, stewardship, and fiduciary framework are not only crucial in carrying out our obligations, duties, and responsibilities to our clients, but also help us to improve ourselves in realizing our purposes and being passionate about what we do.

  • In the short time I've been with LifeMark it's become clear that the leadership is passionate about providing the knowledge and resources for representatives to be successful, and more importantly, they are good people. It further solidifies that I've partnered with a like-minded organization and I'm excited for the future.