LifeMark Securities Corp.
400 W. Metro Financial Center
Rochester, NY 14623
Year founded: 1983
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||N|
|Primary purpose of mobile application||—|
|Account aggregation software||Other|
|Financial planning||MoneyGuidePro (PIEtech Inc.)|
|Offers robo-advisory platform?||N|
|If not, when plans to offer a robo-platform||We do not plan on offering robo-advisory services|
|Robo-advice services offered||—|
|How robo-platform developed||—|
|Charge for robo-advisory services?||—|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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