Matthew Baird Trenchard
Investment adviser representative at Lifemark Securities Corp.
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
22 years in the industry.
- Lifemark Securities Corp.Nov 2018 to now
- Independent Insurance AgentJan 2009 to now
- Trenchard Properties, LLCMay 2008 to now
- Trenchard Ventures, LLCDec 2004 to now
- Foresters Equity Services, IncMar 2011 to Oct 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 3204854
- Firm CRD
- 16204