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John Michael Derbin

Lifemark Securities Corp.

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About John Michael Derbin

John Michael Derbin is a financial advisor with over 23 years of experience in the financial industry. John has a wide range of experience, including working with Lifemark Securities Corp. and Foresters Equity Services, Inc. John is a Certified Financial Planner™ and holds Series 7, Series 31, and Series 66 licenses. He has also been active in the community as a member of the Boy Scouts and Trinity Lutheran Church Council. John provides financial planning, portfolio management, and other advisory services to individuals and businesses.

Firm Information

John Derbin 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 Derbin’s Registration & Firm History

MI

01/04/2024 - Present

Lifemark Securities Corp. (Livonia MI)

MI

01/04/2006 - 11/08/2018

FORESTERS EQUITY SERVICES, INC. (GRAND RAPIDS MI)

MI

07/01/2004 - 10/05/2005

ADVANCE CAPITAL SERVICES, INC. (SOUTHFIELD MI)

IL

11/13/2001 - 06/16/2004

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

03/24/1999 - 08/07/2001

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 06/11/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/22/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Michael Derbin. Review regulatory record here.
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