Registered Representative LifeMark Securities Corp.
As an Investment Advisor Representative (IAR) I can assist individuals seeking professional portfolio management services which are fee based. This is a multi step process. To start, I assist in identifying investment goals, risk tolerance, liquidity needs, time horizons, and other relevant factors through a fact finding process. Using the results, I assist in the selection of an appropriate portfolio model and manager. After the managed portfolio is established, I meet with clients periodically to review performance and consider changes if their situation dictates.
