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Steven Roger Cross

Lifemark Securities Corp.

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About Steven Roger Cross

Steven Roger Cross is a registered representative with Lifemark Securities Corp. and has been in the financial services industry since 1986. Steven has offices in both Ocala, FL and Marietta, GA and is licensed to provide financial services in Alabama, California, and Georgia. Steven has also held licenses as an insurance agent since 1985 and is a registered Investment Advisor Representative in Georgia. Steven has experience with individual and business financial planning and portfolio management.

Firm Information

Steven Cross 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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Steven Cross’s Registration & Firm History

FL

11/16/2018 - Present

Lifemark Securities Corp. (Ocala FL)

CA

01/04/2016 - 11/06/2018

FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)

GA

10/15/2014 - 12/31/2015

KOVACK SECURITIES INC. (Marietta GA)

GA

02/06/2013 - 10/15/2014

RESOURCE HORIZONS GROUP LLC (MARIETTA GA)

GA

01/10/1990 - 02/07/2013

NEW ENGLAND SECURITIES (ATLANTA GA)

VT

07/30/1986 - 01/11/1990

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

BC

Issued 08/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 07/29/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Roger Cross.
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