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Linda Jean Black

Investment adviser representative at Lifemark Securities Corp.
18 yearsExperience
2 statesRegistered in
ChFC®Designation
$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

18 years in the industry.

  1. Lifemark Securities Corp.Dec 2008 to now
  2. Independent Insurance AgentJul 2008 to now

Designations

  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law2000

State registrations

Registered as an investment adviser representative in 2 states (TX, VA).

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
4199042
Firm CRD
16204
Advisor's SEC record (opens in a new tab)
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