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Alan Bart McClure

Lifemark Securities Corp.

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About Alan Bart McClure

Alan McClure is a registered investment advisor representative with Lifemark Securities Corp. Alan has been in the securities industry since December 2015. Alan is licensed in Louisiana and Mississippi. Alan has passed the Series 6, Series 63, Series 65 and the SIE exams. Alan has also worked as a research assistant for Logical Investments, LLC. Alan's firm, Lifemark Securities Corp. offers investment advisory services to individuals and businesses. The firm has approximately $246,107,839 in assets under management. Alan has a history of working with individuals and high net worth individuals.

Firm Information

Alan McClure is currently registered with Lifemark Securities Corp.. Lifemark Securities Corp. is a registered investment advisor headquartered in Rochester, NY. The firm provides financial planning, portfolio management for individuals, and selection of other advisors. They have 86 licensed agents, investment advisor representatives, and registered representatives who manage $246,107,839 in assets for 1,231 accounts. They are registered with the SEC and in all 50 states.
Lifemark Securities Corp.

400 WEST METRO PARK

ROCHESTER, NY 14623

$246.11M

Assets Under Management

780

Total Clients

135

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alan McClure’s Registration & Firm History

FL

12/06/2018 - Present

Lifemark Securities Corp. (Ocala FL)

CA

11/17/2015 - 11/05/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

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Licenses & Designations

IA

Issued 09/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Bart McClure.
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