Angelo Odore

Lifemark Securities CORP.

22 Years of Experience

BrokerSells 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

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Angelo is an independent insurance agent selling life, long-term care, health, and fixed annuity insurance products, dedicating about a quarter of his time to this, with half of that time during trading hours. He is also a consultant and coach at MLL Consulting Inc., spending about half his time on agency and distribution best practices, coaching, and performance metrics analysis, with half of that time during trading hours.