Keith George
Keith George is a registered investment advisor at Lifemark Securities CORP., based in Livonia, MI, with 36 years of industry experience. Keith 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
17199 N. Laurel Park Drive, Suite 210, Livonia, MI, 48152
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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
Keith is an independent insurance agent since 2005, dedicating about a quarter of his time to sales and service of life, disability, LTC insurance, and fixed annuities. He may also make referrals to University Funding Professionals for ACT exam prep and career consulting.
Employment History
Current Registrations
Lifemark Securities CORP.Broker
Lifemark Securities CORP.
Previous Registrations
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
American General Securities IncorporatedBroker
Sii Investments, INC.Broker
Franklin Financial Services CorporationBroker
State Registrations7 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.