Samuel E Barber
Investment adviser representative at Lifemark Securities Corp.
17 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
17 years in the industry.
- Lifemark Securities Corp.May 2017 to now
- Chittenden GroupApr 2017 to now
- MML Investors ServicesAug 2009 to Mar 2017
- Massmutual Life Insurance CompanyJul 2009 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
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
- 4750380
- Firm CRD
- 16204