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David Kristopher Griffith

Investment adviser representative at Lifemark Securities Corp.
19 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

19 years in the industry.

  1. Lifemark Securities Corp.May 2015 to now
  2. David K Griffith, Inc. Aka Dk Griffith & CompanyFeb 2007 to now

Exams passed

  • Series 63 · Uniform Securities Agent State Law1999
  • Series 65 · Uniform Investment Adviser 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
3072664
Firm CRD
16204
Advisor's SEC record (opens in a new tab)
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