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Samantha Brandon Beverley

Lifemark Securities Corp.

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About Samantha Brandon Beverley

Samantha Beverley is a financial advisor at Lifemark Securities Corp. Samantha has been in the financial industry since 2012 and is registered with the state of New York. Samantha has a Series 7 and Series 66 license. In addition to her role at Lifemark Securities Corp. Samantha also provides services as an insurance agent. Samantha has previous experience with Pruco Securities, LLC, Equity Services, Inc., MML Investors Services, LLC and Commonwealth Financial Network. Samantha is also a published author, writing educational and subject matter books for children.

Firm Information

Samantha Beverley 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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Samantha Beverley’s Registration & Firm History

NY

08/22/2024 - Present

Lifemark Securities Corp. (ROCHESTER NY)

NY

01/30/2023 - 07/17/2024

PRUCO SECURITIES, LLC. (Pleasant Valley NY)

NY

09/14/2017 - 12/31/2022

EQUITY SERVICES, INC. (WHITE PLAINS NY)

NY

01/22/2016 - 08/18/2017

MML INVESTORS SERVICES, LLC (TARRYTOWN NY)

CT

06/04/2012 - 10/19/2015

COMMONWEALTH FINANCIAL NETWORK (DANBURY CT)

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Licenses & Designations

BOTH

Issued 07/21/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/01/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Samantha Brandon Beverley. Review regulatory record here.
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