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Patrick Michael Brown

Lifemark Securities Corp.

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About Patrick Michael Brown

Patrick Brown is a financial advisor with Lifemark Securities Corp. Patrick has been working in the financial services industry since 2007 and has a wide range of experience in providing financial planning and portfolio management services to individuals. Patrick is licensed to provide securities and investment advisory services in Michigan and holds Series 6, 63 and 65 licenses.

Firm Information

Patrick Brown 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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Patrick Brown’s Registration & Firm History

MI

03/13/2020 - Present

Lifemark Securities Corp. (Livonia MI)

MI

11/02/2015 - 11/08/2018

FORESTERS EQUITY SERVICES, INC. (LIVONIA MI)

MI

02/13/2012 - 10/08/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (SHELBY TOWNSHIP MI)

MA

06/02/2011 - 11/02/2011

MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)

MI

09/04/2009 - 04/14/2011

TRANSAMERICA FINANCIAL ADVISORS, INC (SHELBY TOWNSHIP MI)

MI

12/05/2006 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (SHELBY TOWNSHIP MI)

MA

05/20/2004 - 10/29/2004

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

IA

Issued 03/13/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/04/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Michael Brown.
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