Alan Pransky
Alan Pransky is a registered investment advisor at Lifemark Securities CORP., based in Gan Haim, with 40 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,434 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LifeMark Securities Corp. charges a fee based on a percentage of your account value for investment advisory services. This fee is negotiable and depends on the account value, investment program, service level, and complexity of your financial situation. The fee ranges from 0.35% to 0.5% depending on the asset level, with a maximum of 2.0%. Additional fees may include custodian fees, platform fees, manager fees, and transaction fees. The fees are deducted directly from your account monthly or quarterly.
Location
Gan Haim
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Customer Dispute
April 1998Other 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.
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
1717 Capital Management CompanyBroker
Nylife Securities INC.Broker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.