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Robert Wolf

Lifemark Securities CORP.
31 Years of Experience
New Port Richey, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Wolf is a ChFC-designated registered investment advisor at Lifemark Securities CORP., based in New Port Richey, FL, with 31 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

New Port Richey, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Robert participates in the West Pasco Chamber of Commerce, networking for business owners, dedicating minimal time. He is also an independent insurance agent with Frontier Insurance Services since 2018, selling life, health, Medicare insurance, and fixed annuities, dedicating about 10-20% of his time.

Employment History
Current Registrations
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 11 mos
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 11 mos
Lifemark Securities CORP.Broker
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Foresters Equity Services, INC.
October 2010 - November 2018 · 8 yrs 1 mo
Foresters Equity Services, INC.Broker
October 2010 - November 2018 · 8 yrs 1 mo
Woodbury Financial Services, INC.
April 2005 - October 2010 · 5 yrs 6 mos
Woodbury Financial Services, INC.Broker
April 2005 - October 2010 · 5 yrs 6 mos
AXA Advisors, LLC
August 2001 - April 2005 · 3 yrs 8 mos
AXA Advisors, LLCBroker
May 2001 - April 2005 · 3 yrs 11 mos
Cfc Investment INC.Broker
October 1983 - March 1990 · 6 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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