Nathan Hockley
Nathan Hockley is a registered investment advisor at Lifemark Securities CORP., based in Gettysburg, PA, with 24 years of industry experience. Nathan 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
132 Buford Ave, Gettysburg, PA, 17325
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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
Nathan is a partner, independent insurance agent, and consultant at Impact Solution Services, focusing on life and health insurance sales and employee benefit consulting, taking about half of his time. He also volunteers on the Center for Youth and Community Development as a committee member.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Lifemark Securities CORP.
Previous Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
State Registrations2 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.