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Ronald Joseph Drake

Lifemark Securities Corp.

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About Ronald Joseph Drake

Ronald Joseph Drake is a financial advisor with over 20 years of experience in the industry. Ronald is currently registered with Lifemark Securities Corp. and is a Registered Investment Advisor. Ronald has a strong background in providing financial planning and portfolio management services to individuals. Ronald's career began at PFS Investments Inc., where Ronald worked for nine years before joining Lifemark Securities Corp. Ronald is also an independent insurance agent through Upstate Special Risk Services, selling and servicing life insurance.

Firm Information

Ronald Drake 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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Ronald Drake’s Registration & Firm History

NY

08/23/2021 - Present

Lifemark Securities Corp. (Clinton NY)

NY

07/04/2003 - 08/17/2012

PFS INVESTMENTS INC. (E SYRACUSE NY)

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Licenses & Designations

IA

Issued 12/03/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/31/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2010

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/02/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ronald Joseph Drake.
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