John Shook
John Shook is a registered investment advisor at Lifemark Securities CORP., based in Ocala, FL, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
Ocala, FL
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the President and an independent insurance agent at Fort King Insurance and Financial Services, selling life, health, and annuity products, dedicating about 10-20% of his time. He also works as an independent tax preparer, spending minimal time on this activity during tax season.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Foresters Equity Services, INC.Broker
Nationwide Securities, LLCBroker
1717 Capital Management CompanyBroker
Kovack Securities INC.Broker
Washington Square Securities, INC.Broker
Pmg Securities CorporationBroker
Lifeusa Securities, INC.Broker
Legacy Financial Services, INC.Broker
Aegon USA Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations25 states
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.