Concord, OH Office

Team
Updated today

Client AUM

$424,939,705

Clients

1,053

Advisors

2

Of 77 advisors across 60 offices

Location

6979 Chairmans Court

Concord OH 44060

Advisors at this office

2

Advisors at this office

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Lawrence K

Concord, OH

Lifemark Securities Corp.

Lawrence Koval is a financial advisor with Lifemark Securities Corp. and holds 24 years of industry experience. He has previously worked at Berthel Fisher & Company Financial Services Inc and has been involved with Strategic Financial Solutions since 2004. Outside of finance, he is president of Cross Track Music, Inc., a record label engaged in music publishing, artist management, and booking. 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 tailored investment programs such as Unified Managed Accounts and Separately Managed Accounts, with a suitability-driven approach and accounts managed on both discretionary and non-discretionary bases.

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

Series 66

Concord, OH

Lifemark Securities Corp.

Anthony Constantine Jr. is a financial advisor at Lifemark Securities Corp. with 32 years of industry experience. He holds a Series 66 designation and has previously worked at Foresters Equity Services, Inc. and operates Constantine National Financial LLC. He has served as a District Deputy Grand Master of the 22nd Masonic District F&AM of Ohio and volunteers weekly in this charitable and fraternal organization. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, utilizing a variety of managed account programs and tailored risk assessments.

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