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Bruce Allan Moar

Lifemark Securities Corp.

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About Bruce Allan Moar

Bruce Moar is a registered representative and investment advisor representative with Lifemark Securities Corp. He is based out of the Rochester, NY office. Bruce has been in the securities industry since May 5, 1982, and holds the Series 4, 7, 8, 24, 63, and 99TO licenses. His areas of expertise include financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Bruce Moar 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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Bruce Moar’s Registration & Firm History

NY

07/06/2007 - Present

Lifemark Securities Corp. (ROCHESTER NY)

IL

09/07/2006 - 06/15/2007

BROKERSXPRESS LLC (CHICAGO IL)

TX

06/28/2002 - 09/20/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NY

04/29/1983 - 07/01/2002

QUICK & REILLY, INC. (NEW YORK NY)

NA

02/13/1981 - 02/19/1983

CHARLES SCHWAB & CO., INC.

NA

02/22/1980 - 03/02/1981

DEAN WITTER REYNOLDS INC.

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Licenses & Designations

BC

Issued 02/23/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/22/1989

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 03/04/1982

Series 24 - General Securities Principal Examination

BC

Issued 11/03/1981

Series 4 - Registered Options Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Bruce Allan Moar.
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