Michael Guillery
Michael Guillery is a registered investment advisor at Lifemark Securities CORP., based in Livonia, MI, with 23 years of industry experience. Michael 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
Michael is the owner of Lighthouse Tax and Investment Planning, where he sells fixed and indexed life insurance, fixed annuities, long-term care insurance, and disability insurance. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Intervest International Equities CorporationBroker
Foresters Equity Services, INC.Broker
Patrick Capital Markets, LLCBroker
Guardian Investor Services LLCBroker
Hornor, Townsend & Kent, INC.Broker
Conseco Equity Sales, INC.Broker
Capital Select Investments CORP.Broker
Northstar Distributors, INC.Broker
American Skandia Marketing, INC.Broker
State Registrations5 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.