Patrick Durst
Patrick Durst is a CFP-designated registered investment advisor at Lifemark Securities CORP., based in Centennial, CO, with 12 years of industry experience. Patrick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,053 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Representative fees generally range from 0.35% to 0.5% based on asset level, up to a maximum of 2.0%. Total client fees may exceed 2.0% depending on program selection and third-party manager fees. Fees are negotiable.
Fee Estimator
Location
2305 E. Arapahoe Road #235, Centennial, CO, 80122
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2025Other Business ActivitiesSells Insurance
Patrick is an independent insurance agent since 2018, selling and servicing life insurance and fixed annuities. This takes about 10-20% of his time, including time during trading hours.
Employment History
Current Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Jackson National Life Distributors LLCBroker
State Registrations14 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.
Exams
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