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Devin Ashley Born

Lifemark Securities Corp.

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About Devin Ashley Born

Devin Ashley Born is an investment professional who has been in the industry since March 1993. Devin is currently registered with Lifemark Securities Corp. in Massachusetts, Pennsylvania and Texas. Previously Devin worked at Comprehensive Asset Management and Servicing, Inc., Prime Capital Services, Inc. and WMA Securities, Inc. Devin is a registered representative and investment advisor representative. Devin has passed the Series 6, 7, 26, 63 and 65 exams. Devin holds a FINRA license through Lifemark Securities Corp., and Devin offers financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Devin Born 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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Devin Born’s Registration & Firm History

NY

06/08/2021 - Present

Lifemark Securities Corp. (ROCHESTER NY)

NJ

09/17/2007 - 06/16/2016

COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (PARSIPPANY NJ)

PA

03/14/2000 - 09/17/2007

PRIME CAPITAL SERVICES, INC. (READING PA)

GA

11/10/1997 - 03/06/2000

WMA SECURITIES, INC. (DULUTH GA)

MA

02/22/1993 - 10/30/1997

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

02/22/1993 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 05/08/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/11/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1999

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/06/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/18/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Devin Ashley Born. Review regulatory record here.
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