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Devin Ashley Born

Advisor at Lifemark Securities Corp. — Sinking Springs, PA

Updated today

Credentials

Series 63, Series 65

Experience

33 years

Location

Sinking Springs, PA

Lifemark Securities Corp. logo

Lifemark Securities Corp.

Multi-team

Total advisors

75

Across 59 offices

Clients per advisor

14 Very Low

Avg AUM per client

$403,551 Low

HNW client ratio

6% Low

About

Devin Born is a financial advisor with Lifemark Securities Corp., holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at Lifemark Securities since 2016 and previously spent 20 years at B&D Financial Services. In addition to his advisory work, he has been an independent insurance agent since 1996, focusing on the marketing, sales, and servicing of various insurance products. 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 utilizes platform tools to tailor investment strategies based on client suitability and risk assessments.

Client services

Based on Lifemark Securities Corp.

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Lifemark Securities Corp.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management

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Fee options

Fixed

Financial planning flat fees typically range from $250 to $5,000 depending on complexity; also one-time fees possible.

Percentage

$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

Commissions

Yes, as broker-dealer, commissions earned by IARs on commissionable products sold outside advisory services.

Project-based

Financial planning hourly fees typically range from $100 to $500 per hour.

Other

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.

Location

See office

Sinking Springs, PA

Sinking Springs PA

Advisors at this office

1

Most active in

Massachusetts · Pennsylvania · Texas

Work history

33 years of industry experience

Tax Preparation Services

2017 - 2020 • 3 years

Sinking Spring, PA

Lifemark Securities Corp.

2016 - Present • 10 years

Rochester, NY

B&D Financial Services

1999 - 2019 • 20 years

Sinking Spring, PA

Independent Insurance Agent

1996 - Present • 30 years

Sinking Spring, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Paul F

Series 63, Series 65

Birdsboro, PA

Paul Fair Associates, LLC

Paul Fair is the principal of Paul Fair Associates, LLC, an independent advisory firm, and holds Series 63 and Series 65 designations. He has 22 years of industry experience and has operated his own firm since 2000. In addition to advisory services, he is licensed to sell fixed insurance and fixed annuity products. Paul Fair Associates, LLC provides investment advisory services primarily to individuals and high-net-worth clients, offering managed accounts and one-time financial planning. The firm customizes asset allocation and investment strategies based on client objectives, risk tolerance, and time horizons, employing various approaches including discretionary and non-discretionary management.

Annuities
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Stephen E

CFP®, Series 63

Morgantown, PA

Elliker Financial

Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Michael S

Sinking Spring, PA

WealthPenn.com LLC

Michael Shearer is the sole advisor at WealthPenn.com LLC, an independent advisory firm based in Sinking Spring, PA. He holds a Certified Public Accountant credential and has four years of industry experience. Outside of advisory services, he maintains accounting-related business activities. WealthPenn.com LLC provides online, fee-based investment advisory and financial planning services to high-net-worth families, individuals, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm’s investment approach uses fundamental analysis and a long-term purchase orientation tailored to each client’s financial circumstances, objectives, and risk tolerance.

Wealth management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Scott F

Series 65

Wyomissing, PA

Foster Investment Management, LLC

Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Passive / index investing Active portfolio management
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Francis P

Series 63, Series 65

Mohnton, PA

GuidePost Capital Management Group, LLC

Francis Post is a financial advisor at GuidePost Capital Management Group, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Tompkins Trust Company, LPL Financial LLC, Berkshire Advisors, Inc., and Purshe Kaplan Sterling Investments. GuidePost Capital Management Group is an independent advisory firm serving individuals, high-net-worth clients, trusts, estates, and small businesses. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services, utilizing fundamental and technical analysis alongside modern portfolio theory to align portfolios with client objectives and risk tolerance.

Retirement income strategy Options & derivatives strategies

Dillon K

CFP®

Sinking Spring, PA

Rewealth

I'm a real estate investor and coach-at-heart with first-hand experience in landlording, property management, and adding value through late night renovations and elbow grease. It can be hard for real estate investors to find a financial advisor that's not pitching them on another insurance product or trying to persuade them to sell their properties and put the proceeds into securities the advisor can manage. I founded REWealth to be different: to bring real financial planning and conflict-free advice to those who hold or aspire to hold real estate directly. I've spent over ten years combined in finance, technology, and real estate. Before that, I was an elementary school teacher. In each role, the bar was held high to achieve excellence for clients, partners, and students. REWealth holds itself, and I hold myself, to the same high standards of execution and integrity. I'll add that while REWealth is open to servicing people from all backgrounds, my family and I are Christians and are members in good standing at our local church. Check out REWealth’s website here: https://rewealthplanning.com/

Business ownership considerations Founder/Business Owner Real Estate Professional Christian Faith Based
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