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John Robert McEachran

Lifemark Securities Corp.

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About John Robert McEachran

John Robert McEachran is a financial professional who has been working in the industry since 2003. John is currently registered with Lifemark Securities Corp. in Livonia, MI. John's career spans several firms and his background includes experience in both investment advisory and brokerage services.

Firm Information

John McEachran 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 McEachran’s Registration & Firm History

MI

11/19/2018 - Present

Lifemark Securities Corp. (Livonia MI)

MI

01/05/2011 - 11/05/2018

FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)

MI

08/06/2008 - 12/23/2010

FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)

MI

02/28/2007 - 08/01/2008

NEW ENGLAND SECURITIES (SOUTHFIELD MI)

MI

06/12/2003 - 02/26/2007

FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)

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Licenses & Designations

BC

Issued 06/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2005

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/10/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for John Robert McEachran. Review regulatory record here.
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