Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
19 years
Location
Brownsville, TN 38012
Lifemark Securities Corp.
Multi-team
Andrea Johnson is a financial advisor with Lifemark Securities Corp. in Brownsville, TN, holding a Series 66 designation and with 19 years of industry experience. She has been with Lifemark Securities since 2018 and previously worked at Foresters Equity Services, Inc. from 2015 to 2018. Outside of her advisory work, Johnson is the owner and independent agent of Golden Circle Insurance Agency, where she manages operations and sales of life, health, and property and casualty insurance, and she also assists with funeral services as a funeral director at Rawls Funeral Home. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of managed account programs and tailors advice through risk assessments, with accounts managed on both discretionary and non-discretionary bases.
Based on Lifemark Securities Corp.
Based on Lifemark Securities Corp.
Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.
$0+: IAR fee from 0.35% to 0.5% depending on asset level, maximum cannot exceed 2.0%; client fee may exceed 2.0% due to add-ons N/A - N/A: IAR fees are negotiable and may be discounted or premium based on complexity and require preapproval
Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.
Financial planning hourly fees typically range from $100 to $500 per hour.
Minimum fee: Minimum annual account fees may apply depending on the custodian or platform used; specific amounts not stated. Fee-only: Yes, investment advisory services fees payable as percentage of assets; IAR fees negotiated within stated ranges; no commissions on advisory services.
Brownsville, TN
39 South Jackson Ave.
Brownsville TN 38012
Advisors at this office
1
Tennessee
19 years of industry experience
Lifemark Securities Corp.
2018 - Present • 8 years
Rochester, NY
Foresters Equity Services, Inc.
2015 - 2018 • 3 years
San Diego, CA
Golden Circle Life Insurance Agency, Inc.
2001 - Present • 25 years
Brownsville, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Brownsville, TN
Raymond James & Associates
Elizabeth Bates is a financial advisor at Raymond James & Associates with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Raymond James since 2017, previously spending time at First TN Bank. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.
Series 63, Series 65, Series 66
Ripley, TN
Cambridge Investment Research Advisors
Jonathan Lafferty is a financial advisor with Cambridge Investment Research Advisors based in Ripley, TN. He holds Series 63, 65, and 66 designations and has 27 years of industry experience. Prior to joining Cambridge in 2023, he worked at Principal Securities and Principal Life Insurance and operated Lafferty & Associates, LLC. Outside of his advisory role, he is involved in agriculture as a farm owner and serves as a FINRA arbiter. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors. The firm provides financial planning, investment management, and retirement advisory services through a network of independent professionals, employing a range of portfolio management strategies across various platforms and custody arrangements.
ChFC®, Series 63
Ripley, TN
Cambridge Investment Research Advisors
John Moses IV is a ChFC® credentialed financial advisor with 41 years of industry experience. He is currently with Cambridge Investment Research Advisors since 2022 and previously worked at Cantella & Co., Inc. and Delta Global Asset Management. Outside of advisory work, he owns and operates Greenbridge Insurance and Investment Services and North Star Holdings, LLC, which manages farmland rentals. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals using multiple custody platforms and a variety of discretionary and non-discretionary strategies.
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