Lamont Parker
Lamont Parker is a registered investment advisor at Lifemark Securities CORP., based in Newark, DE, with 27 years of industry experience. Lamont 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
Newark, DE
Get directionsHistory
Regulatory History (6)
Regulatory
July 2012Regulatory
December 2006Regulatory
December 2005Employment Separation After Allegations
June 2005Regulatory
August 2002Customer Dispute
January 1999Other Business ActivitiesSells Insurance
Lamont is an independent insurance agent since 1997, selling and servicing fixed annuities and life insurance through Delaware Valley Wealth Management Group. He is also the president of DVWMG Foundation, a non-profit organization, and spends about 10-20% of his time donating money and food to the community.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Brookstone Investment Advisory Services
Brookstone Securities, INC.Broker
Brookstone Investment Advisory Services
First Midwest Securities, INC.
First Midwest Securities, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.