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Robert Darrell Keavney

Lifemark Securities Corp.

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About Robert Darrell Keavney

Robert Darrell Keavney is a financial advisor based in Centennial, Colorado. Robert is registered with Lifemark Securities Corp. and has been in the industry since 1994. Robert has held previous positions with Foresters Equity Services, Inc., Sammons Securities Company, LLC, AIG Financial Advisors, Inc., SunAmerica Securities, Inc., Advantage Capital Corporation, PRUCO Securities Corporation, and Colorado Investor Resources, Inc. Robert is a licensed Series 6 and Series 63 representative.

Firm Information

Robert Keavney 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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Robert Keavney’s Registration & Firm History

CO

11/01/2018 - Present

Lifemark Securities Corp. (Centennial CO)

CA

03/16/2010 - 11/07/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

CO

04/17/2008 - 11/19/2009

SAMMONS SECURITIES COMPANY, LLC (CENTENNIAL CO)

CO

10/31/2005 - 04/16/2008

AIG FINANCIAL ADVISORS, INC. (LITTLETON CO)

AZ

06/12/2003 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

GA

01/21/1998 - 06/18/2003

ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)

NJ

11/01/1994 - 01/28/1998

PRUCO SECURITIES CORPORATION (NEWARK NJ)

CO

08/26/1994 - 10/25/1994

COLORADO INVESTOR RESOURCES, INC. (AURORA CO)

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Licenses & Designations

BC

Issued 02/25/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Darrell Keavney.
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