Invested Better
Unclaimed

Unclaimed

Unclaimed

George Joseph Cobb

Lifemark Securities Corp.

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

About George Joseph Cobb

George Cobb is a financial advisor at Lifemark Securities Corp. in Carbondale, PA. George has been in the financial industry since 1984. George holds the Series 6, SIE and Series 63 licenses and is registered with the state of Pennsylvania. George is affiliated with Lifemark Securities Corp. as a registered representative, general securities representative, and investment advisor representative. George has a breadth of experience working with individuals. George has experience working with individuals and families.

Firm Information

George Cobb 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.

George Cobb’s Registration & Firm History

PA

10/22/2018 - Present

Lifemark Securities Corp. (Carbondale PA)

CA

05/16/2014 - 10/22/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

PA

07/26/2013 - 05/08/2014

CETERA ADVISOR NETWORKS LLC (CARBONDALE PA)

CA

09/21/2011 - 07/24/2013

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

PA

06/02/2011 - 08/15/2011

LPL FINANCIAL LLC (WILKES BARRE PA)

PA

11/18/1994 - 02/15/2011

LPL FINANCIAL LLC (WILKES BARRE PA)

NY

05/22/1990 - 11/16/1994

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

11/02/1983 - 01/11/1990

PRUCO SECURITIES CORPORATION (NEWARK NJ)

Not sure if George Joseph Cobb is right for you?

Licenses & Designations

BC

Issued 10/16/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for George Joseph Cobb. Review regulatory record here.
Not sure if George Joseph Cobb is right for you?