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Sandra Renee Lackman

Lifemark Securities Corp.

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About Sandra Renee Lackman

Sandra Renee Lackman is a registered representative with Lifemark Securities Corp.. Sandra has been in the securities industry since May 1998. Sandra has experience in financial planning and portfolio management for individuals. Sandra is registered to provide investment advisory services in Florida, Illinois, Missouri, Ohio, and Texas.

Firm Information

Sandra Lackman 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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Sandra Lackman’s Registration & Firm History

MO

10/17/2018 - Present

Lifemark Securities Corp. (Hermann MO)

CA

02/07/2011 - 10/17/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

MO

10/23/2009 - 12/31/2010

CENTAURUS FINANCIAL, INC. (HERMANN MO)

MO

02/27/2007 - 09/15/2009

QA3 FINANCIAL CORP. (HERMANN MO)

MO

05/23/2006 - 12/31/2006

1ST DISCOUNT BROKERAGE, INC. (HERMANN MO)

MO

03/02/2005 - 05/23/2006

TOWER SQUARE SECURITIES, INC. (HERMANN MO)

CA

04/04/2002 - 03/18/2005

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NJ

01/16/1998 - 04/03/2002

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 11/01/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/08/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Renee Lackman.
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