Business Details
43 Years
experience
Your Trusted Partner for Financial Advisory Solutions
At Lifemark Physiotherapy, we are dedicated to empowering financial professionals through comprehensive support and innovative solutions. Our firm specializes in delivering objective financial planning, investment advisory services, and insurance products tailored to meet the evolving needs of clients. With over four decades of industry experience since our founding in 1983, we provide access to a robust suite of tools including cloud-based technology platforms, top-tier E&O insurance, and professional development programs. Our hybrid model caters to independent advisors, offering flexibility in product offerings and compensation structures while maintaining a client-centric approach.We prioritize transparency, ethical practices, and operational efficiency, ensuring our representatives can focus on building meaningful client relationships. Through strategic partnerships with institutions like Fidelity Investments and National Financial Services, we deliver cutting-edge resources that enhance practice management and client outcomes. Our commitment to excellence is reflected in our 100+ years of collective leadership experience and our dedication to continuous improvement in financial stewardship.
Services
Financial Planning
Investment Advisory
Insurance Services
Broker-Dealer Support
Transition Assistance
Technology Solutions
Professional Development
Branding Services
Compensation Management
Client Management Systems
Details
- Year established: 1983
Highlights and features
- We offer a Corporate RIA Program with top-tier fee-based options and operational support
- Our team has over 100 years of collective experience in financial services
- We provide cloud-based technology and comprehensive tools for practice management
- We offer E&O insurance including cyber security coverage
- Flexible compensation plans with weekly commissions and monthly advisory fees
Associations and certifications
- FINRA
- SIPC
What people say
True professional
Increase my AUM
Best lesson
Passionate leadership
Like-minded organization
Services
Financial Planning
Our financial planning services help clients organize their financial future through personalized strategies. We utilize advanced software to analyze current financial status and develop customized plans addressing retirement, tax optimization, and estate planning. Advisors gain access to comprehensive tools that facilitate client meetings and ongoing portfolio management.
Investment Advisory
The Corporate RIA Program offers sophisticated investment solutions including SMAs, ETFs, and alternative investments. Advisors benefit from third-party manager partnerships with firms like BlackRock and Vanguard while receiving operational support for fee-based practices. Our platform enables customized portfolio construction and global allocation strategies.
Insurance Services
We provide access to variable and fixed insurance products with underwriting expertise and case design flexibility. Our independent broker/dealer model allows representatives to place traditional fixed business while maintaining processing capabilities. The program includes marketing support and educational resources for insurance product implementation.
Technology Solutions
Our cloud-based technology suite includes client management systems, trading platforms, and financial planning software. Advisors receive Wealthscape for brokerage operations, Money Guide Pro for financial planning, and Investigo for CRM functions. The platform integrates document storage, performance reporting, and client access tools to streamline practice management.
Professional Development
We invest in advisor success through fully paid professional designations and continuing education programs. Our development resources include sales training, compliance education, and licensing support. Representatives gain access to industry certifications that enhance credibility and expand service capabilities while receiving reimbursement for qualifying designations.
Questions
What financial services does LifeMark offer?
LifeMark provides financial planning, investment advisory services, insurance products, and broker-dealer support through advanced technology platforms and professional resources.
How does LifeMark support advisor transitions?
We offer customized transition plans, licensing assistance, training programs, and compliance tools to ensure smooth transitions for financial professionals changing broker/dealers.
What technology tools are available?
Advisors access Wealthscape for trading, Money Guide Pro for planning, Investigo for CRM, and cloud-based systems for document storage and client management.
Are there professional development opportunities?
Yes, we provide fully paid professional designations, continuing education programs, and reimbursement for qualifying certifications to enhance advisor expertise.
What makes LifeMark different from other broker/dealers?
Our hybrid model combines proprietary technology with third-party partnerships, offering flexible compensation, comprehensive E&O coverage, and dedicated support for independent advisors.
How are client assets protected?
We maintain top-tier E&O insurance with cyber security coverage, operate through FINRA/SIPC member firm structures, and utilize secure cloud-based platforms for asset management.
Reviews (2)
David Griffith
Jan 07, 2017
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We've been with this broker-dealer for less than a year and they're phenomenal. There's always someone available to answer the phone if we have questions or concerns. Paperwork is streamlined as LifeMark has utilized technology to make doing business very simple. Our transition to LifeMark went far better than anticipated, we can't thank them enough! Our only regret is we wish we joined their Broker Dealer sooner.
Clc
Jul 10, 2016
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Life Mark Securities Corp. is a consummate professional group,
vigilant in the interest of the registered representative and their client. I have never done business a more genuine and responsive
company. Every broker/dealer should be run this way.
vigilant in the interest of the registered representative and their client. I have never done business a more genuine and responsive
company. Every broker/dealer should be run this way.
