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Angelo Odore

Investment adviser representative at Lifemark Securities Corp.
13 yearsExperience
1 stateRegistered in
$424.9MFirm assets
18 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Lifemark Securities Corp.Jan 2022 to now
  2. Mll Consulting Inc.Mar 2021 to now
  3. Independent Insurance AgentDec 2016 to now
  4. Massmutual Life Insurance CompanyMay 2017 to Dec 2021
  5. MML Investors Services, LLCMay 2017 to Dec 2021
  6. New York Life Insurance CompanyDec 2016 to May 2017
  7. Activate Coaching for Performance (acp)Apr 2015 to Dec 2021
  8. Nylife Securities LLCMay 2013 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2006
  • Series 63 · Uniform Securities Agent State Law2013

State registrations

Registered as an investment adviser representative in 1 state (NY).

Lifemark Securities Corp.

$424.9MAssets managed
1,053Clients
77Advisers
18 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2480191
Firm CRD
16204
Advisor's SEC record (opens in a new tab)
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