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Herbert C White

Lifemark Securities Corp.

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About Herbert C White

Herbert White is a financial professional with over 25 years of experience in the industry. Herbert is currently registered with Lifemark Securities Corp. Herbert is a licensed Series 7, 24, 63, and 65 and SIE registered representative. Herbert previously worked at Woodbury Financial Services, Inc., Wachovia Securities Financial Network, Inc., JWGenesis Financial Group, Inc and Chatfield Dean & Co., Inc. Herbert is an active member of the financial community in both Colorado and New York.

Firm Information

Herbert White 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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Herbert White’s Registration & Firm History

NY

01/29/2025 - Present

Lifemark Securities Corp. (ROCHESTER NY)

CO

04/04/2003 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

MO

01/02/2001 - 04/07/2003

WACHOVIA SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)

FL

01/04/1999 - 01/02/2001

JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)

CO

09/25/1998 - 01/04/1999

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 03/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2005

Series 4 - Registered Options Principal Examination

BC

Issued 06/27/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/24/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 7 public disclosures for Herbert C White. Review regulatory record here.
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