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Levi William Johnson

Lifemark Securities Corp.

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About Levi William Johnson

Levi William Johnson is a financial advisor with Lifemark Securities Corp., where Levi has worked since December 2021. Levi holds Series 6, 7, and 66 securities licenses. Levi is also a Registered Investment Advisor with Lifemark Securities Corp. Before working at Lifemark Securities Corp., Levi worked at Thrivent Investment Management Inc. for nearly twenty years. Levi also is involved with Embark Men (Embark Ministries) as a board member.

Firm Information

Levi Johnson 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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Levi Johnson’s Registration & Firm History

AZ

01/14/2022 - Present

Lifemark Securities Corp. (Carefree AZ)

AZ

07/01/2002 - 06/10/2021

THRIVENT INVESTMENT MANAGEMENT INC. (Carefree AZ)

MN

01/08/1987 - 07/01/2002

LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/13/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/10/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2004

Series 7 - General Securities Representative Examination

BC

Issued 01/07/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Levi William Johnson. Review regulatory record here.
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