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Curtis Lewis Turner

Lifemark Securities Corp.

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About Curtis Lewis Turner

Curtis Turner is a financial professional with over 40 years of experience in the financial services industry. Curtis has a strong background in investment products and services, having worked with clients across various industries and financial needs. Curtis is registered with Lifemark Securities Corp. and holds a Series 1, Series 6, and Series 63 license. Curtis is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

Firm Information

Curtis Turner 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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Curtis Turner’s Registration & Firm History

FL

06/26/2023 - Present

Lifemark Securities Corp. (Ocala FL)

CA

01/08/2015 - 11/01/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

GA

10/15/2014 - 12/31/2014

KOVACK SECURITIES INC. (MARIETTA GA)

GA

09/02/2005 - 10/15/2014

RESOURCE HORIZONS GROUP LLC (MARIETTA GA)

GA

01/09/2000 - 09/07/2005

DUNWOODY BROKERAGE SERVICES, INC. (ATLANTA GA)

NY

08/22/1977 - 12/31/1999

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 09/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Curtis Lewis Turner.
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