Matthew
Butler

Lifemark Securities Corp

CRD#4003231
Investment Advisor
in Livonia, MI

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About this Advisor

Matthew Butler is a financial advisor based in Livonia, Michigan, working with Lifemark Securities Corp. Matthew has previously worked at Comerica Bank, Comerica Securities, Lifemark Securities Corp, and Pnc Private Bank. Matthew has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Michigan. Currently, Matthew is part of Lifemark Securities Corp, which operates out of Livonia, Michigan. The firm has 66 offices and 88 employees. Lifemark Securities Corp manages assets totaling $461.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Lifemark Securities Corp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

17199 N. Laurel Park Drive Suite 210
Livonia, MI 48152

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Lifemark Securities Corp Brokerage Details

Total Assets Under Management

$461,475,636

MI Average: $7,464,549,021
Total Number of Employees

88

MI Average: 88
Total Number of Accounts

2,021

MI Average: 3,892
Average Account Size

$228,340

MI Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Matthew Butler Work History

2024 - Present (1 year)

Lifemark Securities Corp

2023 - 2023 (< 1 year)

Lifemark Securities Corp

2019 - 2022 (3 years)

Pnc Private Bank

2004 - 2018 (14 years)

Comerica Securities

2003 - 2018 (15 years)

Comerica Bank

Disclosures

Please visit the SEC profile of Matthew Butler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lifemark Securities Corp

Alan Mcclure
Ocala, FL
Brendan Schafer
Livonia, MI
David Iobst
Middletown, DE
Cathy Cristman
Little Falls, NY
Michael Pineda
Denver, CO
Camille Toschi
Carefree, AZ
Patrick Durst
Littleton, CO
Angelo Odore
Pearl River, NY

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