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 63, Series 65
Experience Industry experience
28 years
Location
Newark, DE
Lifemark Securities Corp.
Multi-team
Lamont Parker is a financial advisor with Lifemark Securities Corp. in Newark, DE, holding Series 63 and Series 65 credentials and having 28 years of industry experience. He has been with Lifemark Securities since 2011 and has worked as an independent insurance agent since 1997. Parker and his wife founded the DVWMG Foundation in 2006, where he serves as president and donates money and food to the community. 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 various managed account programs and emphasizes suitability-driven advice tailored through risk assessments.
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.
Newark, DE
Newark DE
Advisors at this office
1
Delaware
28 years of industry experience
Lifemark Securities Corp.
2011 - Present • 15 years
Rochester, NY
INDEPENDENT INSURANCE AGENT
1997 - Present • 29 years
Newark, DE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A formal proceeding by a regulator, such as the SEC, FINRA or a state securities agency, over investment-related rules.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
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.
Verified by Warmer
ChFC®, Series 63, Series 65
Wilmington, DE
WealthPlan Investment Management LLC
Wayne Wagner Jr. is a Chartered Financial Consultant (ChFC®) with 30 years of experience in the financial services industry. He is currently with WealthPlan Investment Management LLC and has held previous roles at WealthPLAN Partners, Securities America Inc., LPL Financial, and Ascend Financial Services. Outside of his advisory work, he serves on the advisory board of the American Society of Pharmacovigilance Physicians, hosts the Envizion More Podcast covering investing, business, and life topics, and is involved in ventures including solar panel projects, franchising, and equipment leasing. WealthPlan Investment Management LLC is an SEC-registered firm with a team of 29 professionals managing approximately $2.18 billion in assets. The firm offers comprehensive financial planning, investment management, and retirement services to individuals, high-net-worth clients, and institutional investors, utilizing model-based strategies across a broad range of asset classes and employing a mix of proprietary and third-party investment solutions.
Series 65
Wilmington, DE
Annova LLC
Li Ma is the sole advisor at Annova LLC, an independent registered investment adviser based in Wilmington, Delaware. He holds a Series 65 designation and has six years of industry experience, including six years at Axalta Coating Systems LLC prior to founding Annova in 2020. Li is also a licensed life insurance agent authorized to serve clients in California, Delaware, Florida, and Pennsylvania and may recommend annuities or life insurance when appropriate. Annova LLC serves individual investors as well as institutional and corporate clients, including trusts and foundations. The firm offers portfolio management through a sponsored wrap-fee program, using risk-based and outcomes-based asset-allocation models across multiple asset classes and engages third-party managers to implement strategies on a discretionary basis.
CFA®, Series 63, Series 65
Landenberg, PA
WHTG Wealth Management, LLC
Michael Kwiatkowski is a CFA charterholder and financial advisor with two years of industry experience. He is the principal of WHTG Wealth Management, LLC, an independent firm he founded in 2025. Prior to establishing WHTG, he worked for eight years at The Board of Pensions - PC USA. In addition to his advisory role, he is a licensed insurance professional who dedicates a portion of his time to insurance sales. WHTG Wealth Management provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm employs a long-term investment approach that includes fundamental and cyclical analysis to build diversified portfolios of low-cost mutual funds, ETFs, individual bonds, and occasionally closed-end funds and cryptocurrency ETFs.
ChFC®, Series 63, Series 65
Wilmington, DE
AJP Financial Services, LLC
Anthony Passerini is a ChFC® credentialed financial advisor with 55 years of industry experience. He is the principal of AJP Financial Services, LLC, an independent firm he founded in 2017, and previously worked at Next Financial Group Inc and Mass Mutual Investors Services. He also holds licenses to provide insurance products, including fixed annuities and life/health coverage. AJP Financial Services primarily serves individuals such as business owners, professionals, and retirees, as well as retirement plan sponsors. The firm offers comprehensive financial planning, discretionary and non-discretionary investment management, and retirement plan consulting, utilizing a written financial plan to guide portfolio construction with a focus on mutual funds, ETFs, and independent managers.
CFP®
Wilmington, DE
Age Wisely Financial
Hi! I'm Kevin Lam, and I am the owner of Age Wisely Financial. With more than four decades of accumulated financial wisdom, I guide you (or your parents) in gaining understanding, making decisions, and taking action in such key areas as: • Purpose in Life: crafting a Life Purpose Statement • Income Stability: analyzing Social Security, pensions, investments, annuities • Portfolio Review: assessing asset tax status and allocation for alignment with goals and safeguards • Withdrawing from Investments: evaluating Target Funds, Guardrails, Bucketing, Bond Ladders • Medicare: reviewing current and projected health care costs and coverage • Roth Conversions: potentially lowering taxes in future years • Required Minimum Distributions (RMD): reducing through Qualified Charitable Distributions (QCD) and Qualified Longevity Annuity Contracts (QLAC) • Inheriting an IRA: untangling the complexities of the Required Beginning Date (RBD), 5-year, 10-year, and other rules • Donor Advised Funds (DAF) and Qualified Charitable Distributions (QCD): using strategies to meet your philanthropic goals and reduce tax • Loss of Spouse: mitigating “widow/widower’s tax penalty” + maximizing Social Security survivor benefits • Long-Term Care: searching for affordable choices • Reverse Mortgage: evaluating for appropriate use in accessing home equity • Aging in Place Modification: assessing home changes for continued independent living • Care Facility Search: helping locate care facilities • Identity Theft and Fraud Prevention: using available protection tools • Legacy Vision: communicating values and memories to future generations • Trusts: explaining use of Intentionally Defective Grantor Trust (IDGT), Grantor Retained Annuity Trust (GRAT), Domestic Asset Protection Trust (DAPT), Qualified Personal Residence Trust, (QPRT), Charitable Remainder Trust (CRT), and other advanced trusts. I serve you on a flat-fee basis. For individuals, $4,500. For couples, $6,000. I also serve you as Advice-Only. This means I provide recommendations for your asset portfolio (and your entire financial ecosystem), but you are always in command of your assets. You do not pay me any Asset Under Management (AUM) fees. You do not need to transfer any of your accounts. Let's talk. Let's work together to understand your concerns and goals, figure out your choices, and help you navigate your best course of action. Let's gain you comfort in your mind, and heart.
Series 65
Wilmington, DE
Q(x) Branch Reserve Investments LLC
Dana Walker is a Series 65-licensed financial advisor with 35 years of industry experience. He is the sole advisor at Q(x) Branch Reserve Investments LLC, where he has worked since 2018. Before founding his current firm, he spent 31 years at Kalmar Investments Inc. and one year as a self-employed advisor. Q(x) Branch Reserve Investments LLC provides discretionary asset management and portfolio monitoring for individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate or business entities. The firm focuses on low-turnover, long-horizon portfolios concentrated in small- to mid-cap growth companies, emphasizing fundamental analysis and tax efficiency.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)