Samantha Beverley
Samantha Beverley is a registered investment advisor at Lifemark Securities CORP., based in Rochester, NY, with 13 years of industry experience. Samantha 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
400 West Metro Park, Rochester, NY, 14623
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Regulatory History (1)
Customer Dispute
October 2019Other Business ActivitiesSells Insurance
Samantha is an independent insurance agent selling Medicare and life insurance products, and also works as a senior account manager for Aetna. She also co-owns a vacation rental business, conducts Medicare seminars, and is an author, dedicating about a quarter of her time to her insurance activities.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Lifemark Securities CORP.
Previous Registrations
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Esi Financial Advisors
Equity Services, INC.Broker
MML Investors Services, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations16 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.