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Alphonso Houston

Lifemark Securities CORP.
39 Years of Experience
Mitchellville, MD
BrokerSells Insurance
View SEC Summary
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Alphonso Houston is a registered investment advisor at Lifemark Securities CORP., based in Mitchellville, MD, with 39 years of industry experience. Alphonso 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

3208 Spriggs Request Way, Mitchellville, MD, 20721

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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

Alphonso uses the DBA AHW Advisors and works as an independent insurance agent. Since 2014, he has been involved in the sales and service of life, health, and annuity products.

Employment History
Current Registrations
Lifemark Securities CORP.
January 2014 - Present · 12 yrs 9 mos
Lifemark Securities CORP.Broker
June 2013 - Present · 13 yrs 4 mos
Previous Registrations
Ahw Advisors
August 2007 - December 2011 · 4 yrs 4 mos
Pks Advisory Services, LLC
August 2007 - May 2013 · 5 yrs 9 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2005 - May 2013 · 8 yrs 4 mos
Linsco/private Ledger CORP.
November 2003 - December 2004 · 1 yr 1 mo
Linsco/private Ledger CORP.Broker
November 2003 - December 2004 · 1 yr 1 mo
Riggs Securities INC.
July 2003 - November 2003 · 4 mos
Riggs Securities INC.Broker
July 2003 - November 2003 · 4 mos
UBS Painewebber INC.
July 2001 - June 2003 · 1 yr 11 mos
UBS Painewebber INC.Broker
December 2000 - June 2003 · 2 yrs 6 mos
Dean Witter Reynolds INC.Broker
September 1988 - January 2001 · 12 yrs 4 mos
Essex Financial Services, INC.Broker
November 1987 - September 1988 · 10 mos
Essex CompanyBroker
October 1987 - December 1987 · 2 mos
Blinder, Robinson & Co.,inc.Broker
April 1986 - May 1987 · 1 yr 1 mo
State Registrations7 states
DCFLMDNCNYOHSC
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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