John Derbin
John Derbin is a CFP-designated registered investment advisor at Lifemark Securities CORP., based in Livonia, MI, with 26 years of industry experience. John 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 (2)
Regulatory
February 2026Regulatory
May 2022Other Business ActivitiesSells Insurance
John is an independent insurance agent selling life insurance and fixed annuities through TPS Advisors, dedicating a few hours per week. He is also a general partner in D&L Partners, LLC, working with non-profit organizations, and volunteers with the Boy Scouts and Trinity Lutheran Church Council.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Advance Capital Services, INC.Broker
Banc One Securities CorporationBroker
Morgan Stanley Dw INC.Broker
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.