linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Wesley Hughes

Lifemark Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Wesley Hughes

Andrew Wesley Hughes is a financial advisor with Lifemark Securities Corp. Andrew is registered with FINRA and is a Series 7, Series 66, and SIE licensed representative. Andrew has been in the financial services industry since September 2010. Prior to joining Lifemark Securities Corp., Andrew worked for Farmers Financial Solutions, LLC and Thrivent Investment Management Inc. Andrew specializes in Financial Planning and Portfolio Management for both Individuals and Businesses. Andrew also holds an Independent Insurance Agent license and is a member of the Church Council for St. Joan of Arc Church & School.

Firm Information

Andrew Hughes 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Hughes’s Registration & Firm History

WI

05/06/2024 - Present

Lifemark Securities Corp. (OCONOMOWOC WI)

WI

11/15/2019 - 09/22/2020

FARMERS FINANCIAL SOLUTIONS, LLC (OCONOMOWOC WI)

WI

09/03/2010 - 10/30/2018

THRIVENT INVESTMENT MANAGEMENT INC. (WEST BEND WI)

Not sure if Andrew Wesley Hughes is right for you?

Licenses & Designations

BOTH

Issued 04/11/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/22/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Andrew Wesley Hughes. Review regulatory record here.
Not sure if Andrew Wesley Hughes is right for you?