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ChFC

Mark Waskow

Lifemark Securities CORP.
36 Years of Experience
Barre, VT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Mark Waskow is a ChFC-designated registered investment advisor at Lifemark Securities CORP., based in Barre, VT, with 36 years of industry experience. Mark 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

Barre, VT

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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

Mark operates The Waskow Group as an owner and independent insurance agent, dedicating a significant amount of time to sales and services of insurance and employee benefits design. He also owns TWG Consulting Group, providing marketing and sales consulting, and offers bookkeeping and paralegal services, as well as serving as President of the Northern New England Museum of Contemporary Art.

Employment History
Current Registrations
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 11 mos
Lifemark Securities CORP.Broker
October 2018 - Present · 8 yrs
Previous Registrations
Foresters Equity Services, INC.
June 2015 - November 2018 · 3 yrs 5 mos
Foresters Equity Services, INC.Broker
April 2015 - November 2018 · 3 yrs 7 mos
MML Investors Services, LLCBroker
June 2006 - May 2013 · 6 yrs 11 mos
Walnut Street Securities, INC.Broker
May 1996 - September 2004 · 8 yrs 4 mos
Equity Services, INC.Broker
July 1986 - May 1996 · 9 yrs 10 mos
State Registrations8 states
FLMAMINHNJNYVAVT
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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