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Helen Julia Davis

Lifemark Securities Corp.

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About Helen Julia Davis

Helen Julia Davis has been in the financial industry for over 30 years. Helen is currently a registered representative with Lifemark Securities Corp. in Dublin, OH. Helen specializes in retirement planning, financial planning, and wealth management. Helen has held previous positions at Foresters Equity Services, Inc., Intersecurities, Inc., Walnut Street Securities, Inc., and Columbus Equities International, Inc.

Firm Information

Helen Davis 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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Helen Davis’s Registration & Firm History

OH

11/02/2018 - Present

Lifemark Securities Corp. (Dublin OH)

OH

10/15/2008 - 11/08/2018

FORESTERS EQUITY SERVICES, INC. (HILLIARD OH)

OH

11/27/2000 - 10/15/2008

INTERSECURITIES, INC. (DUBLIN OH)

CA

08/31/2000 - 11/15/2000

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

FL

04/08/1991 - 08/31/2000

INTERSECURITIES, INC. (ST. PETERSBURG FL)

NA

04/18/1989 - 09/21/1990

COLUMBUS EQUITIES INTERNATIONAL, INC.

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Licenses & Designations

BC

Issued 07/27/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/24/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Helen Julia Davis.
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