Shawn Vuocolo
Advisor at Lifemark Securities Corp.
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.
Advisor at Lifemark Securities Corp.
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.
Location
South Williamsport, PA
Credentials
Series 66
Industry experience
21 years
Shawn Vuocolo is a financial advisor at LifeMark Securities Corp. with 21 years of industry experience. He holds the Series 66 designation and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and ongoing involvement with Fischer Financial Group. Outside of his advisory work, he manages Finding Nostalgia, a baseball sports collectible blog. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and employs suitability-driven advice with risk assessments, managing accounts on discretionary or 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.
South Williamsport, PA
Pennsylvania
LifeMark Securities Corp.
2018 - Present (8 years)
Finding Nostalgia
2016 - Present (10 years)
Foresters Equity Services, Inc
2011 - 2018 (7 years)
Fischer Financial Group
2009 - Present (17 years)
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.
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