Samantha Brandon Beverley
Investment adviser representative at Lifemark Securities Corp.
10 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
10 years in the industry.
- Lifemark Securities Corp.Jul 2024 to now
- Kindle Direct PublishingJul 2023 to now
- AetnaJun 2022 to now
- Co-owner/landlordDec 2019 to now
- Sage Largesse EndeavorAug 2017 to now
- Seminar LeaderOct 2016 to now
- Sage MedicareAug 2016 to now
- Pruco Securities, LLCJan 2023 to Jun 2024
- The Prudential Insurance Company of AmericaJan 2023 to Jun 2024
- Equity Services, Inc.Aug 2017 to Dec 2022
- National Life GroupAug 2017 to Dec 2022
- Mass Mutual Life Insurance CompanyJan 2016 to Aug 2017
- MML Investors ServicesJan 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 5853414
- Firm CRD
- 16204