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Lawrence Raymond Koval

Lifemark Securities Corp.

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About Lawrence Raymond Koval

Lawrence Koval is an investment advisor representative with Lifemark Securities Corp., and has been in the securities industry since 2002. Lawrence Koval is registered in Ohio, and has been registered with the state of Ohio since January 2018. Lawrence Koval is also registered as an investment advisor representative in Ohio with Lifemark Securities Corp. and has been registered in this capacity since January 2018. Lawrence Koval has previously worked at Berthel, Fisher & Company Financial Services, Inc., WRP INVESTMENTS, INC., and QUESTAR CAPITAL CORPORATION. Lawrence Koval holds the Series 7, Series 6, and SIE licenses.

Firm Information

Lawrence Koval 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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Lawrence Koval’s Registration & Firm History

OH

01/03/2018 - Present

Lifemark Securities Corp. (Euclid OH)

OH

01/10/2006 - 12/31/2017

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (EUCLID OH)

OH

12/01/2003 - 12/31/2005

WRP INVESTMENTS, INC. (YOUNGSTOWN OH)

MN

12/19/2001 - 10/31/2003

QUESTAR CAPITAL CORPORATION (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/07/2003

Series 7 - General Securities Representative Examination

BC

Issued 12/18/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lawrence Raymond Koval.
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