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.
Firm
Lifemark Securities Corp.
Location
Hernando, FL
Credentials
Series 63, Series 65
Industry experience
25 years
Financial planning flat fees typically range from $250 to $5,000 depending on complexity; one-time fees also possible
IAR fee ranges from 0.35% to 0.5% depending on asset level, with maximum IAR fee capped at 2.0%; client total fee may exceed 2.0% due to program and add-ons
IARs receive commissions for selling commissionable products through broker-dealer activities, but not for advisory services
Financial planning and consulting hourly fees typically range from $100 to $500 per hour
Account minimum: Varies depending on platform and manager; specific minimums disclosed in respective platform or TAMP brochures; no explicit general minimum stated Minimum fee: Minimum annual account fees may be imposed by custodians or platforms depending on account size and program selected; specific amounts not disclosed Fee-only: IAR fees for investment advisory services are negotiable and charged as a percentage of assets under management; no commissions charged on advisory accounts
Lifemark Securities Corp.
2018 - Present (8 years)
Foresters Equity Services, Inc
2013 - 2018 (5 years)
INDEPENDENT INSURANCE AGENT
2002 - Present (24 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Brooksville, FL
Edward Jones
CFP®, Series 63, Series 65
Weeki Wachee, FL
Merrill
Russell Brander is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been a financial advisor since 1996, specializing in personal retirement planning, individual and corporate investment strategy, and retirement income. Russell holds a Bachelor's Degree from Bucknell University and a Master's Degree from Florida Metropolitan University. He is certified as a CERTIFIED FINANCIAL PLANNER (CFP) and is a Personal Investment Advisor (PIA). His approach focuses on developing personalized financial plans that consider clients’ unique ambitions and priorities, including funding education, planning for retirement and healthcare costs, and achieving long-term family goals. Outside of his professional work, Russell enjoys biking, boating, golfing, and traveling.
Series 66
Weeki Wachee, FL
Merrill
Timothy Martin is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. He provides ongoing advice and adjusts portfolio strategies as clients' situations evolve. His expertise includes family wealth management strategies, managing new wealth, personal retirement planning, small business strategies, sports and entertainment financial planning, tax minimization, and retirement income. Timothy holds several professional designations, including Accredited Wealth Management Advisor (AWMA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a Bachelor's Degree from Full Sail University. Outside of his professional work, Timothy enjoys golfing, photography, pickleball, spending time with his family, and traveling.
Series 63, Series 66
Spring Hill, FL
Edward Jones
Series 63, Series 66
Weeki Wachee, FL
Merrill
Steven Griffith is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 2013, initially working in Jacksonville where he focused on educating clients and assisting with their 401(k) plans. In 2015, he relocated to the Citrus/Hernando County area to join a team dedicated to helping clients implement comprehensive financial plans. Steven's areas of expertise include family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from the University of Florida and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). He is fluent in both English and Russian. Outside of his professional role, Steven is involved in the automotive community in Citrus and Hernando Counties and participates in automotive events across Florida. He enjoys outdoor activities such as biking, boating, camping, fishing, football, golfing, and hunting. Steven and his wife are raising three active boys and support the Florida Gators.
Series 66
Spring Hill, FL
Edward Jones
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