AK
AK

Andrew Joseph Kalinowski

52 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
84 advisors
Number of Clients
1,434 clients
Average Client Portfolio
$322K average
Assets Under Management
$461.5M

Fee Structure

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Location

400 West Metro Park, Rochester, NY, 14623

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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

Andrew is an independent insurance agent since 1974, selling and servicing life, long-term care, and disability insurance. He also serves as a board director for DMG, an insurance marketing organization, since 2017.

Employment History
Current Registrations
Lifemark Securities CORP.
August 2021 - Present · 4 yrs 6 mos
Lifemark Securities CORP.
June 1985 - Present · 40 yrs 8 mos
Lifemark Securities CORP.Broker
June 1985 - Present · 40 yrs 8 mos
Previous Registrations
Structured Shelters Securities, INC.Broker
November 1982 - March 1983 · 4 mos
Linsco CorporationBroker
October 1971 - April 1983 · 11 yrs 6 mos
Cg Equity Sales CompanyBroker
December 1970 - November 1971 · 11 mos
State Registrations1 state
NY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.