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Alan Mcclure

Lifemark Securities CORP.
10 Years of Experience
Baton Rouge, LA
Broker
View SEC Summary
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Alan Mcclure is a registered investment advisor at Lifemark Securities CORP., based in Baton Rouge, LA, with 10 years of industry experience. Alan 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.

Lifemark Securities CORP.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
80 advisors
Number of Clients
1,053 clients
Average Client Portfolio
$404K average
Assets Under Management
$424.9M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Baton Rouge, LA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Alan works as a research assistant for Logical Investments, LLC, performing office administrative tasks, data entry, and spreadsheet maintenance since 2015. This takes about half of Alan's time.

Employment History
Current Registrations
Lifemark Securities CORP.
December 2018 - Present · 7 yrs 10 mos
Lifemark Securities CORP.Broker
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Foresters Equity Services, INC.
September 2016 - November 2018 · 2 yrs 2 mos
Foresters Equity Services, INC.Broker
November 2015 - November 2018 · 3 yrs
State Registrations2 states
LAMS
AdvisorBrokerBoth

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
No exam information available for this advisor.
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