Devin Born
Devin Born is a registered investment advisor at Lifemark Securities CORP., based in Rochester, NY, with 33 years of industry experience. Devin 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
June 2023Judgment / Lien
September 2015Regulatory
August 2015Other Business ActivitiesSells Insurance
Devin is an independent insurance agent, spending a few hours per week selling and servicing fixed annuities, whole life, term, universal life, long-term care, and health insurance. Devin also assists clients with executor duties, which is not investment related.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Comprehensive Capital Management, INC.
Comprehensive Asset Management and Servicing, INC.Broker
Liberty Asset Management
Asset & Financial Planning, LTD
Prime Capital Services, INC.Broker
Wma Securities, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations11 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.