Levi Johnson
Levi Johnson is a registered investment advisor at Lifemark Securities CORP., based in Rochester, NY, with 38 years of industry experience. Levi 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
400 West Metro Park, Rochester, NY, 14623
Get directionsHistory
Regulatory History (3)
Regulatory
May 2021Employment Separation After Allegations
May 2021Customer Dispute
November 2018Other Business ActivitiesSells Insurance
Levi is affiliated with Carefree Financial Group, offering life, fixed annuity, disability, and Medicare supplement products, dedicating a few hours per week. He also serves as a board member for Embark Ministries, spending minimal time on this role.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Lutheran Brotherhood Securities CORP.Broker
State Registrations4 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.