Cathy L Cristman
Investment adviser representative at Lifemark Securities Corp.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$424.9MFirm assets
Are you Cathy L Cristman? Claim your profile
Contact this firm
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
12 years in the industry.
- Clc Tax ServicesMay 2021 to now
- Lifemark Securities Corp.May 2021 to now
- Skye Financial Services, LLCMay 2021 to now
- Vanmeter Tax Services, LLCJan 2018 to Apr 2021
- Cadaret, Grant & Co., Inc.Nov 2017 to Apr 2021
- Independent Insurance AgentNov 2017 to Apr 2021
- M. Griffith Investment Services, IncMay 2014 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5770223
- Firm CRD
- 16204