Samuel George White
Investment adviser representative at Lifemark Securities Corp.
29 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
29 years in the industry.
- Lifemark Securities Corp.Oct 2018 to now
- Sweetwater Tax Professionals dba for Jackson Hewitt FranchiseJan 1999 to now
- Sam White CpaMay 1997 to now
- Foresters Equity Services, IncNov 2011 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 4562032
- Firm CRD
- 16204