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Michael Geoffrey Minter

Lifemark Securities Corp.

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About Michael Geoffrey Minter

Michael Geoffrey Minter is an investment advisor representative with Lifemark Securities Corp., where he has been employed since September 2009. Michael has been in the financial industry since February 1998. Michael is registered in the state of New York and Florida, as well as several other states. Michael provides financial planning services to individuals and individuals other than high-net-worth clients. Michael offers advisory services such as financial planning and portfolio management for individuals.

Firm Information

Michael Minter 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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Michael Minter’s Registration & Firm History

NY

12/16/2024 - Present

Lifemark Securities Corp. (BUFFALO NY)

NY

02/17/1998 - 09/30/2009

SIGNATOR INVESTORS, INC. (BUFFALO NY)

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Licenses & Designations

IA

Issued 11/18/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/04/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/26/2001

Series 7 - General Securities Representative Examination

BC

Issued 02/16/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Geoffrey Minter.
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