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Shawn Martin Dugan

Lifemark Securities Corp.

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About Shawn Martin Dugan

Shawn Martin Dugan has been in the financial services industry since 2002. Shawn is currently registered with Lifemark Securities Corp. in Florida and New Jersey. Shawn has prior registrations with several other firms including Foresters Equity Services, Inc., ING Financial Partners, Inc., Locust Street Securities, Inc., Princor Financial Services Corporation, and Pruco Securities Corporation. Shawn has Series 6 and SIE licenses. Shawn specializes in Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses.

Firm Information

Shawn Dugan 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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Shawn Dugan’s Registration & Firm History

FL

11/08/2018 - Present

Lifemark Securities Corp. (Jacksonville FL)

CA

11/23/2009 - 11/06/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

FL

01/01/2004 - 12/31/2007

ING FINANCIAL PARTNERS, INC. (JACKSONVILLE FL)

IA

11/21/2003 - 01/01/2004

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

IA

05/05/2000 - 11/19/2003

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

NJ

12/20/1999 - 02/22/2000

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shawn Martin Dugan.
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