Lawrence Raymond Koval
Investment adviser representative at Lifemark Securities Corp.
34 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
34 years in the industry.
- Lifemark Securities Corp.Jan 2018 to now
- Strategic Financial SolutionsJan 2004 to now
- Lawrence R. KovalOct 2001 to now
- Noteworthy Federal Credit UnionMar 1999 to now
- Cross Track Music, Inc.Nov 1992 to now
- Cross Track Music, Inc dba Little Fish RecordsOct 1992 to now
- Berthel Fisher & Company Financial Services IncJan 2006 to Dec 2017
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4483718
- Firm CRD
- 16204