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Nathan Adam Hockley

Lifemark Securities Corp.

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About Nathan Adam Hockley

Nathan Adam Hockley is a financial advisor with Lifemark Securities Corp. based in Gettysburg, Pennsylvania. Nathan has been in the financial services industry since 2001 and has a strong background in investment advisory services. Nathan holds Series 66, Series 7, and SIE licenses. Nathan is a Partner, Independent Insurance Agent and Consultant with Impact Solution Services. Nathan is also a volunteer with the Center for Youth and Community Development.

Firm Information

Nathan Hockley 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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Nathan Hockley’s Registration & Firm History

PA

09/27/2018 - Present

Lifemark Securities Corp. (Gettysburg PA)

PA

01/04/2010 - 09/10/2018

CAMBRIDGE INVESTMENT RESEARCH, INC. (GETTYSBURG PA)

PA

01/01/2004 - 12/31/2009

ING FINANCIAL PARTNERS, INC. (GETTYSBURG PA)

IA

03/15/2001 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 04/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/14/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Adam Hockley.
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