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Jeffry Dee Proul

Lifemark Securities Corp.

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About Jeffry Dee Proul

Jeffry Proul is a securities professional with over 30 years of experience in the financial industry. Jeffry is currently registered with Lifemark Securities Corp. Jeffry has held previous positions with MONY SECURITIES CORPORATION, SUN INVESTMENT SERVICES COMPANY, and RELIASTAR FINANCIAL MARKETING CORP. Jeffry is licensed to provide securities-related services in California and Nevada. Jeffry specializes in financial planning, portfolio management for individuals, and selection of other advisors. Jeffry has a strong background in investment company products, as well as securities industry essentials.

Firm Information

Jeffry Proul 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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Jeffry Proul’s Registration & Firm History

CA

02/11/2003 - Present

Lifemark Securities Corp. (FOLSOM CA)

NY

10/02/1992 - 01/08/2003

MONY SECURITIES CORPORATION (NEW YORK NY)

MA

02/24/1989 - 09/23/1992

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

NA

10/22/1987 - 02/15/1989

RELIASTAR FINANCIAL MARKETING CORP.

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffry Dee Proul.
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