Insights

Industry Reputation LifeMark's long-standing history since 1983 and its status as a nationally registered broker/dealer and SEC registered RIA establish it as a trusted and reputable player in the investment management sector, making it an attractive partner for firms looking for credible financial services collaborations.

Market Expansion Recent expansion into Vernon, Canada demonstrates LifeMark's commitment to growing its geographical footprint and client base, indicating potential opportunities for tailored financial products or technology solutions to support international growth strategies.

Leadership & Talent The appointment of experienced professionals like Angelo Odore with 29 years of expertise highlights a focus on strengthening leadership and operational capabilities, opening avenues for leadership development platforms or advanced compliance and training solutions.

Technological Infrastructure Utilizing technologies such as DNN, Google Maps, and Windows Server suggests an emphasis on a stable digital infrastructure, presenting opportunities for innovative tech solutions that enhance cybersecurity, client engagement, or operational efficiency.

Financial Potential With revenue between $100 million and $250 million, LifeMark is positioned as a mid-sized player that could be receptive to scaled financial services, data analytics, or investment tools aimed at optimizing growth and maintaining competitive advantage.

Lifemark Securities Corp. Tech Stack

Lifemark Securities Corp. uses 8 technology products and services including DNN, Osano, Google Fonts API, and more. Explore Lifemark Securities Corp.'s tech stack below.

  • DNN
    Content Management System
  • Osano
    Cookie Compliance
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Google Maps
    Maps
  • Windows Server
    Operating Systems
  • Microsoft ASP.NET
    Web Frameworks
  • Microsoft IIS
    Web Servers

Lifemark Securities Corp.'s Email Address Formats

Lifemark Securities Corp. uses at least 1 format(s):
Lifemark Securities Corp. Email FormatsExamplePercentage
FLast@lifemark.comJDoe@lifemark.com
91%
Last@lifemark.comDoe@lifemark.com
7%
F.Last@lifemark.comJ.Doe@lifemark.com
1%
FirstL@lifemark.comJohnD@lifemark.com
1%

Frequently Asked Questions

Where is Lifemark Securities Corp.'s headquarters located?

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Lifemark Securities Corp.'s main headquarters is located at 400 West Metro Park Rochester, New York 14623 United States. The company has employees across 1 continents, including North America.

What is Lifemark Securities Corp.'s phone number?

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You can contact Lifemark Securities Corp.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Lifemark Securities Corp.'s official website and social media links?

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Lifemark Securities Corp.'s official website is lifemark.com and has social profiles on LinkedIn.

What is Lifemark Securities Corp.'s NAICS code?

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Lifemark Securities Corp.'s NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Lifemark Securities Corp. have currently?

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As of June 2026, Lifemark Securities Corp. has approximately 72 employees across 1 continents, including North America. Key team members include Chief Compliance Officer And Chief Financial Officer: V. M.President/Coo: J. P.President: C. T.. Explore Lifemark Securities Corp.'s employee directory with LeadIQ.

What industry does Lifemark Securities Corp. belong to?

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Lifemark Securities Corp. operates in the Investment Management industry.

What technology does Lifemark Securities Corp. use?

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Lifemark Securities Corp.'s tech stack includes DNNOsanoGoogle Fonts APIjQuery MigrateGoogle MapsWindows ServerMicrosoft ASP.NETMicrosoft IIS.

What is Lifemark Securities Corp.'s email format?

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Lifemark Securities Corp.'s email format typically follows the pattern of FLast@lifemark.com. Find more Lifemark Securities Corp. email formats with LeadIQ.

When was Lifemark Securities Corp. founded?

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Lifemark Securities Corp. was founded in 1983.

Lifemark Securities Corp.

Investment ManagementNew York, United States51-200 Employees

Lifemark Securities Corp. is an independently owned broker dealer and SEC registered investment advisor dedicated to supporting financial professionals who want real independence without giving up real support.

Founded in 1983, Lifemark has evolved alongside the advisors it serves. Through changing markets, advancing technology, and an increasingly complex regulatory environment, one principle has remained constant: position advisors and their clients for success in whatever comes next.

Today, Lifemark provides a modern platform built for the way advisors operate now. This includes access to flexible technology, strategic guidance, and a broad range of investment solutions without the pressure of proprietary products. Advisors maintain control of their business while benefiting from a firm that is responsive, experienced, and aligned with their growth.

Our approach is grounded in clarity, accessibility, and partnership. We equip advisors with the tools, resources, and personalized support needed to build meaningful client relationships, enhance their digital presence, and operate efficiently in a digital first world.

At its core, Lifemark is built for independent financial professionals who value autonomy, professionalism, and long term thinking. We do not aim to define their professional practice. We aim to strengthen it.

Member FINRA  www.finra.org
Member SIPC  www.sipc.org

Section iconCompany Overview

Headquarters
400 West Metro Park Rochester, New York 14623 United States
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
1983
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Lifemark Securities Corp.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Lifemark Securities Corp.'s revenue is estimated to be in the range of $100M$250M

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