Helen Davis
Helen Davis is a CFP-designated registered investment advisor at Lifemark Securities CORP., based in Dublin, OH, with 36 years of industry experience. Helen 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
Dublin, OH
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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
Helen is an independent insurance agent since 2000, spending about a quarter of her time on sales and service of various insurance products. She also owns Hero Mkting GR, is an owner of Senior Tax Strategies of Ohio, is an author, and is involved in several non-profit organizations.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Intersecurities, INC.
Intersecurities, INC.Broker
Walnut Street Securities, INC.Broker
Intersecurities, INC.Broker
Columbus Equities International, INC.Broker
State Registrations3 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.