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John Howard Busey

Lifemark Securities Corp.

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About John Howard Busey

John Howard Busey is a financial advisor registered with Lifemark Securities Corp. John has been in the securities industry since January 31, 2000. John is a licensed investment advisor in Colorado, Florida, Georgia, Louisiana, Tennessee, Texas and Utah. John is also a licensed broker in Colorado, Florida, Georgia, Louisiana, Tennessee, Texas and Utah. John has Series 7, Series 63, Series 24, and Series 65 licenses and the SIE exam.

Firm Information

John Busey 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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John Busey’s Registration & Firm History

GA

03/15/2018 - Present

Lifemark Securities Corp. (Alpharetta GA)

GA

01/25/2005 - 05/26/2017

INVEST FINANCIAL CORPORATION (ALPHARETTA GA)

AZ

01/09/2002 - 02/01/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

CA

12/24/1997 - 02/11/2000

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 12/29/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/29/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for John Howard Busey. Review regulatory record here.
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