Alan Stephen Pransky

Lifemark Securities CORP.

40 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Lifemark Securities CORP.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

84 advisors

Number of Clients

1,434 clients

Average Client Portfolio

$322K average

Assets Under Management

$461.5M

Fee Structure

Location

One Blue Hill Plaza, #1509-75, Pearl River, NY, 10965

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2023

Settled

Customer Dispute

April 1998

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Alan operates as an independent insurance agent through The Pransky Financial Group, selling various insurance products and annuities since 2011. He also provides administrative services to his wife's consulting business and serves on the board of directors for a cemetery association and a men's club, dedicating minimal time to each.

Employment History

Current Registrations

Lifemark Securities CORP.

December 2018 - Present · 7 yrs 2 mos

Lifemark Securities CORP.

December 2018 - Present · 7 yrs 2 mos

Lifemark Securities CORP.Broker

December 2018 - Present · 7 yrs 2 mos

Previous Registrations

Foresters Equity Services, INC.

May 2013 - November 2018 · 5 yrs 6 mos

Foresters Equity Services, INC.Broker

July 2012 - November 2018 · 6 yrs 4 mos

Trustmont Advisory Group, INC.

May 2009 - July 2012 · 3 yrs 2 mos

Trustmont Financial Group, INC.Broker

April 2009 - July 2012 · 3 yrs 3 mos

Lincoln Financial Securities Corporation

January 2006 - February 2009 · 3 yrs 1 mo

Lincoln Financial Securities CorporationBroker

April 2005 - February 2009 · 3 yrs 10 mos

1717 Capital Management CompanyBroker

October 2000 - April 2005 · 4 yrs 6 mos

Nylife Securities INC.Broker

October 1985 - October 2000 · 15 yrs

State Registrations5 states

AZFLMANCNJ

AdvisorBrokerBoth

Exams

No exam information available for this advisor.