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Anthony Constantine

Lifemark Securities CORP.
32 Years of Experience
Concord, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Anthony Constantine is a registered investment advisor at Lifemark Securities CORP., based in Concord, OH, with 32 years of industry experience. Anthony 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

6979 Chairmans Court, Concord, OH, 44060

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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

Anthony is an independent insurance agent selling fixed life insurance, annuities, long-term care, disability insurance, and property and casualty insurance, dedicating about 10-20% of his time. He also volunteers with a charitable/fraternal organization, spending a few hours per week.

Employment History
Current Registrations
Lifemark Securities CORP.Broker
November 2018 - Present · 7 yrs 11 mos
Lifemark Securities CORP.
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
Foresters Equity Services, INC.
January 2011 - November 2018 · 7 yrs 10 mos
Foresters Equity Services, INC.Broker
January 2011 - November 2018 · 7 yrs 10 mos
Wrp Investments, INC.
May 2007 - December 2010 · 3 yrs 7 mos
Wrp Investments, INC.Broker
May 2007 - December 2010 · 3 yrs 7 mos
World Group Securities, INC.Broker
September 2006 - May 2007 · 8 mos
Metlife Securities INC.
May 2003 - August 2006 · 3 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
April 2003 - August 2006 · 3 yrs 4 mos
Metlife Securities INC.Broker
April 2003 - August 2006 · 3 yrs 4 mos
Signator Investors, INC.
January 2003 - April 2003 · 3 mos
Signator Investors, INC.Broker
February 1998 - April 2003 · 5 yrs 2 mos
Equity Services, INC.Broker
September 1996 - February 1998 · 1 yr 5 mos
Sun Investment Services CompanyBroker
December 1993 - November 1996 · 2 yrs 11 mos
State Registrations2 states
OHPA
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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