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David Edward Howard

Lifemark Securities Corp.

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About David Edward Howard

David Howard is a registered representative with Lifemark Securities Corp. David has over 30 years of experience in the securities industry. David has a wide range of experience, having worked with several firms including Foresters Equity Services, Inc., Robert B. Ausdal & Co. Inc., RE-DIRECT SECURITIES CORP and American Investment Services, Inc.. David has a broad range of expertise with a focus on providing financial planning and portfolio management services.

Firm Information

David Howard 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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David Howard’s Registration & Firm History

MI

11/05/2018 - Present

Lifemark Securities Corp. (Livonia MI)

IL

04/16/2003 - 11/01/2018

FORESTERS EQUITY SERVICES, INC. (HICKORY HILLS IL)

IA

01/02/2002 - 04/16/2003

ROBERT B. AUSDAL & CO. INC. (DAVENPORT IA)

IL

03/18/1997 - 12/31/2001

RE-DIRECT SECURITIES CORP (VILLA PARK IL)

OK

07/16/1993 - 12/31/1996

AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)

KS

11/06/1991 - 07/14/1993

WADDELL & REED, INC. (OVERLAND PARK KS)

CO

05/14/1990 - 08/27/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

NA

01/05/1990 - 01/29/1990

ALLIANCE SECURITIES CORPORATION

IL

10/25/1989 - 12/31/1989

KETTLER & COMPANY (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 06/19/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Edward Howard.
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