Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Allen Fox

Lifemark Securities Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Allen Fox

Michael Allen Fox is a financial advisor with Lifemark Securities Corp. based in Livonia, MI. Michael has been in the financial industry since 2002. Michael is registered with the state of Michigan and six other states. Michael holds the Series 6, Series 63, and SIE licenses. Michael specializes in financial planning, selection of other advisers, and portfolio management for individuals.

Firm Information

Michael Fox 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Fox’s Registration & Firm History

MI

11/06/2018 - Present

Lifemark Securities Corp. (Livonia MI)

MI

07/06/2005 - 11/05/2018

FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)

MN

02/11/2002 - 06/30/2005

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

Not sure if Michael Allen Fox is right for you?

Licenses & Designations

BC

Issued 05/23/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Michael Allen Fox. Review regulatory record here.
Not sure if Michael Allen Fox is right for you?