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Kevin Edmond Roche

Lifemark Securities Corp.

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About Kevin Edmond Roche

Kevin Edmond Roche is a financial advisor with Lifemark Securities Corp. Kevin has been in the financial services industry since March 28, 2005. Kevin has a Series 7, Series 63, Series 65 and Series 66 licenses. In addition to his work at Lifemark Securities Corp, Kevin also owns and operates Roche Financial Education & Strategies, Inc. and Bridge Financial Services Group, both of which provide life, health, disability, long-term care and fixed annuity products and services. Kevin is registered in Minnesota and Wisconsin.

Firm Information

Kevin Roche 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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Kevin Roche’s Registration & Firm History

MN

09/19/2024 - Present

Lifemark Securities Corp. (Hibbing MN)

CA

01/23/2013 - 10/18/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

MN

04/29/2011 - 12/31/2012

TRANSAMERICA FINANCIAL ADVISORS, INC (HIBBING MN)

FL

02/24/2000 - 10/21/2005

INTERSECURITIES, INC. (ST. PETERSBURG FL)

CT

08/31/1999 - 03/01/2000

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 06/13/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 05/25/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/28/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Edmond Roche.
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