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Richard Hughes Von hurst

Lifemark Securities Corp.

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About Richard Hughes Von hurst

Richard Hughes Von Hurst is a financial advisor with over 25 years of experience in the industry. Richard is registered with Lifemark Securities Corp. in California and Nevada. Richard has a broad range of experience in the financial industry and has worked with various firms over the years. Richard is also a registered representative of Lifemark Securities Corp. Richard offers financial planning and portfolio management services to individuals and families.

Firm Information

Richard Von hurst 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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Richard Von hurst’s Registration & Firm History

CA

12/06/2018 - Present

Lifemark Securities Corp. (Pittsburg CA)

CA

02/01/2017 - 11/07/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CA

08/13/2014 - 01/04/2016

SIGNATOR INVESTORS, INC. (WALNUT CREEK CA)

NJ

11/08/2010 - 09/04/2013

WBB SECURITIES, LLC (CRANFORD NJ)

CA

02/03/2009 - 11/09/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)

NY

03/25/2004 - 02/20/2007

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

AZ

06/10/2003 - 01/06/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

TX

01/14/2002 - 11/19/2002

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

TX

11/17/1987 - 06/05/1998

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

07/07/1986 - 08/06/1987

MAI SECURITIES CORPORATION

NA

02/24/1986 - 08/06/1987

MAI SECURITIES CORPORATION

NA

07/01/1986 - 07/03/1986

VALUE EQUITIES CORPORATION

NA

10/18/1983 - 03/28/1984

MONTGOMERY SECURITIES

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Licenses & Designations

BC

Issued 04/12/2002

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/27/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/12/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Richard Hughes Von hurst. Review regulatory record here.
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