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Matthew Baird Trenchard

Lifemark Securities Corp.

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About Matthew Baird Trenchard

Matthew Trenchard is a financial advisor with Lifemark Securities Corp. based in Ocala, FL. Matthew has over 10 years of experience in the financial services industry. Matthew is a Certified Financial Planner® and holds Series 7 and 66 licenses. Matthew specializes in financial planning for individuals and businesses, including retirement planning, college savings, and investment management. Matthew also has experience with insurance. Matthew's previous work experience includes roles at Foresters Equity Services, Inc. and Securities America, Inc. In addition to being a financial advisor, Matthew is also a general contractor and owns and operates a rental property business.

Firm Information

Matthew Trenchard 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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Matthew Trenchard’s Registration & Firm History

FL

11/07/2018 - Present

Lifemark Securities Corp. (Ocala FL)

CA

03/10/2011 - 11/06/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

NC

11/12/2008 - 04/30/2010

SECURITIES AMERICA, INC. (WINSTON-SALEM NC)

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Licenses & Designations

BOTH

Issued 01/12/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Baird Trenchard.
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