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Alan Pransky

Lifemark Securities CORP.
40 Years of Experience
Peabody, MA
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Alan Pransky is a registered investment advisor at Lifemark Securities CORP., based in Peabody, MA, with 40 years of industry experience. Alan 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
—
View Full SEC Brochure

Location

Peabody, MA

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2023
Settled
Customer Dispute
April 1998
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Alan operates as an independent insurance agent through The Pransky Financial Group, selling various insurance products and annuities since 2011. He also provides administrative services to his wife's consulting business and serves on the board of directors for a cemetery association and a men's club, dedicating minimal time to each.

Employment History
Current Registrations
Lifemark Securities CORP.
December 2018 - Present · 7 yrs 10 mos
Lifemark Securities CORP.
December 2018 - Present · 7 yrs 10 mos
Lifemark Securities CORP.Broker
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Foresters Equity Services, INC.
May 2013 - November 2018 · 5 yrs 6 mos
Foresters Equity Services, INC.Broker
July 2012 - November 2018 · 6 yrs 4 mos
Trustmont Advisory Group, INC.
May 2009 - July 2012 · 3 yrs 2 mos
Trustmont Financial Group, INC.Broker
April 2009 - July 2012 · 3 yrs 3 mos
Lincoln Financial Securities Corporation
January 2006 - February 2009 · 3 yrs 1 mo
Lincoln Financial Securities CorporationBroker
April 2005 - February 2009 · 3 yrs 10 mos
1717 Capital Management CompanyBroker
October 2000 - April 2005 · 4 yrs 6 mos
Nylife Securities INC.Broker
October 1985 - October 2000 · 15 yrs
State Registrations6 states
AZFLMANCNHNJ
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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