David Ashley Iobst
Investment adviser representative at Lifemark Securities Corp.
11 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$424.9MFirm assets
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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
11 years in the industry.
- Independent Insurance AgentJan 2017 to now
- Lifemark Securities Corp.Jan 2017 to now
- State Farm InsuranceNov 2015 to Dec 2016
- State Farm Vp Management Corp.Nov 2015 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (DE).
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
- 3200819
- Firm CRD
- 16204