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Matthew James Butler

Lifemark Securities Corp.

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About Matthew James Butler

Matthew James Butler is a financial professional with over 20 years of experience in the industry. Matthew is currently registered with Lifemark Securities Corp. as a Registered Representative (RA). Previously, Matthew worked for COMERICA SECURITIES and H&R BLOCK FINANCIAL ADVISORS, INC. Matthew holds Series 7, Series 63, and Series 65 licenses and has passed the SIE and Series 7TO exams. Matthew specializes in providing financial planning and portfolio management services to individuals.

Firm Information

Matthew Butler 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 Butler’s Registration & Firm History

MI

09/24/2024 - Present

Lifemark Securities Corp. (Livonia MI)

MI

02/23/2009 - 12/24/2018

COMERICA SECURITIES (DEARBORN MI)

MI

10/28/2004 - 12/23/2008

COMERICA SECURITIES (DETROIT MI)

MI

11/03/1999 - 02/21/2003

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 07/27/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/18/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/27/2023

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew James Butler.
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