Pittsburg, CA Office
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Lifemark Securities Corp.
Multi-team
Firm-wide stats for Lifemark Securities Corp.
About
LifeMark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and to sponsors of participant-directed retirement plans, offering programs such as Unified Managed Accounts (UMA), Separately Managed Accounts (SMA), Fund Strategist Portfolios (FSP), Advisor as Portfolio Manager (APM), and TAMP options. The firm’s IARs meet with clients to assess suitability and may also provide retirement-plan rollover guidance and other consulting services documented through an Investment Advisory Agreement.
The firm’s advice is suitability-driven and tailored through risk assessments, with accounts managed on a discretionary or non‑discretionary basis and periodic reviews performed by the IAR; custody is maintained with third‑party custodians and advisory fees are typically deducted from custodian accounts. LifeMark uses platform tools including trade overlays and implementation managers, and permits IAR-created sleeves within UMAs subject to firm approval and qualification requirements for participation in its APM program.
LifeMark’s status as both an SEC‑registered investment adviser and an active broker‑dealer is a notable feature that the brochure highlights, including that IARs may sell commissionable products outside of their advisory role and that advisory and commission activities are segregated; the firm discloses related conflicts of interest and compliance controls. The brochure also discloses a 2024 SEC disciplinary action related to Regulation Best Interest and describes enhanced compliance measures, and the firm’s disclosures emphasize individual and retirement-plan sponsor relationships rather than a broad focus on corporate or general business advisory services.
Based on Lifemark Securities Corp.
Expertise
Based on Lifemark Securities Corp.
Location
Pittsburg CA
Advisors at this office
3
Advisors at this office
Richard V
Series 63, Series 65
Pittsburg, CA
Lifemark Securities Corp.
Richard Von Hurst is a financial advisor at LifeMark Securities Corp. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LifeMark since 2018, following prior roles at Foresters Equity Services, Inc. and as an independent insurance agent. LifeMark Securities Corp. offers fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm emphasizes suitability-driven advice with risk assessments and manages accounts on both discretionary and non-discretionary bases, utilizing various managed account programs and platform tools.
Nancy H
CFP®, Series 63
Pittsburg, CA
Lifemark Securities Corp.
Nancy Hairsine is a CFP®-certified financial advisor with 37 years of industry experience. She has worked with Lifetime Planning dba for 18 years and has been an independent insurance agent for over 26 years. She serves as a board member of the Pittsburg Chamber of Commerce. Nancy works with Lifemark Securities Corp., a multi-team firm serving individual investors and sponsors of participant-directed retirement plans. The firm offers fee-based investment advisory services and financial planning, utilizing programs such as Unified Managed Accounts and Separately Managed Accounts tailored to client suitability and risk assessments.
Christopher L
Series 63, Series 65
Pittsburg, CA
Lifemark Securities Corp.
Christopher Logue is a financial advisor with Lifemark Securities Corp. in Pittsburg, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Lifemark Securities since 2018 and previously spent seven years at Foresters Equity Services, along with running Logue Asset Management since 2000. Outside of his advisory role, he serves on the Housing Loan Advisory Committee for the city of Oroville. Lifemark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and sponsors of participant-directed retirement plans, offering a range of portfolio management options and tailored advice based on risk assessments.
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