Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Todd Logue

Lifemark Securities Corp.

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

About Christopher Todd Logue

Christopher Logue is a financial advisor registered with Lifemark Securities Corp. Christopher has been working in the financial services industry since December 1996 and has been with Lifemark Securities Corp. since November 2018. Christopher's previous roles have included working for Foresters Equity Services, Inc., Securities America, Inc., Brookstreet Securities Corporation, First Securities USA, Inc., and PFS Investments Inc. Christopher is registered with the Securities and Exchange Commission (SEC) and the state of California to provide investment advisory services and securities brokerage services. Christopher provides financial planning, portfolio management for individuals, and selection of other advisors. He has been registered as a Registered Representative and Investment Advisor Representative with the state of California. Christopher is a registered representative of Lifemark Securities Corp., an investment advisory firm with offices in Rochester, NY and Pittsburg, CA.

Firm Information

Christopher Logue 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

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.

Christopher Logue’s Registration & Firm History

CA

11/06/2018 - Present

Lifemark Securities Corp. (Pittsburg CA)

CA

03/03/2011 - 11/06/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CA

07/17/2007 - 02/28/2011

SECURITIES AMERICA, INC. (CHICO CA)

CA

03/30/2004 - 07/18/2007

BROOKSTREET SECURITIES CORPORATION (CHICO CA)

CA

11/29/2000 - 06/30/2004

FIRST SECURITIES USA, INC. (IRVINE CA)

GA

12/05/1996 - 12/07/2000

PFS INVESTMENTS INC. (DULUTH GA)

Not sure if Christopher Todd Logue is right for you?

Licenses & Designations

IA

Issued 08/22/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/04/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Todd Logue.
Not sure if Christopher Todd Logue is right for you?