Lamont P. Parker

LIFEMARK SECURITIES

Newark, DE

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CRD#: 2946241

Professional summary

Lamont Percell Parker, who also goes by Lamont P Parker, is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in Newark, Delaware.

Lamont is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Lamont has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lamont P Parker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ALL BUSINESSES LOCATED AT 721 WILLINGTON SQUARE WAY, NEWARK, DE 19711. DBA OF DELAWARE VALLEY WEALTH MANAGEMENT GROUP USED FOR SECURITIES BUSINESS. DELAWARE VALLEY WEALTH MANAGEMENT GROUP (DVWMG)/ INVESTMENT RELATED / INDEPENDENT INSURANCE AGENT / START 10/1997 / SALES AND SERVICE OF FIXED ANNUITIES AND LIFE INSURANCE. DVWMG FOUNDATION: PRESIDENT/NON-PROFIT NOT INVESTMENT RELATED. DONATING MONEY & FOOD TO COMMUNITY APPROX. 15HRS A MONTH(WEEKEND WORK). MY WIFE AND I FOUNDED THIS FOUNDATION IN 2006.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lamont Percell Parker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Lamont Percell Parker's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 5, 2011 - Present

LIFEMARK SECURITIES CORP.

RIA

CRD#: 16204

Newark, DE

Current

July 5, 2011 - Present

LIFEMARK SECURITIES CORP.

RIA

CRD#: 16204

Newark, DE

Past

May 16, 2007 - June 17, 2011

BROOKSTONE SECURITIES, INC.

RIA

CRD#: 13366

NEWARK, DE

Past

April 3, 2007 - June 17, 2011

BROOKSTONE SECURITIES, INC.

CRD#: 13366

WILMINGTON, DE

Past

April 2, 2007 - April 4, 2007

BROOKSTONE SECURITIES, INC.

RIA

CRD#: 13366

NEWARK, DE

Past

September 22, 2005 - April 2, 2007

FIRST MIDWEST SECURITIES, INC.

RIA

CRD#: 21786

KENNETT SQUARE, PA

Past

August 19, 2005 - April 2, 2007

FIRST MIDWEST SECURITIES, INC.

CRD#: 21786

KENNETT SQUARE, PA

Past

November 4, 2003 - July 18, 2005

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

WILMINGTON, DE

Past

March 31, 2003 - July 18, 2005

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

May 21, 1998 - April 3, 2003

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

WILMINGTON, DE

Past

March 23, 1998 - April 3, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

February 17, 1998 - July 8, 1998

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

February 17, 1998 - July 8, 1998

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA

Registered Investment Advisory firm - SEC (10/17/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(7/5/2011)

IAR

Delaware
(7/5/2011)

New Jersey
(7/7/2011)

Pennsylvania
(7/6/2011)

Virginia
(7/5/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/1998

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/6/1998

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 2/13/1998

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

LIFEMARK SECURITIES CORP.

LIFEMARK SECURITIES | PROCORP SECURITIES INCORPORATED | LIFEMARK SECURITIES CORP.

CRD#: 16204 / SEC#: 801-68438, 8-33478

RIA

Registered Investment Advisory firm - SEC (10/17/2007 Approved)

Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)

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Contact information

Main Address

400 West Metro Park, Rochester, NY 14623

Mailing Address

400 West Metro Park, Rochester, NY 14623

Phone number

(585) 424-5672

Established

New York since 04/04/1983

Firm type

Corporation

Fiscal year end

December

Firm Size

Medium

# of Employees

SEC notice filing (46 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

FIRM BROCHURE 2A (3/28/2025)

Direct owners and executive officers

Name	Position	CRD#
KALINOWSKI, ANDREW JOSEPH	VP / BOARD MEMBER/SECRETARY	263409
MICCICHE, VINCENT JR	TREASURER/ FINOP/PFO/POO	702149
PRISCO, JAMES JOSEPH	CHIEF EXECUTIVE OFFICER/ CHIEF COMPLIANCE OFFICER	2653402
PRISCO, JAMES JOSEPH	PRESIDENT / BOARD MEMBER	2653402
GEORGIEV, ALEXANDRE JR.	CCO OF THE RIA / DIRECTOR OF OPERATIONS	5307830

Regulatory assets under management

Total Number of Accounts	2,021
AUM (Assets Under Management)	$ 461,475,636

Disclosures

Regulatory Event	2
Arbitration	3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Lamont P. Parker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lamont Percell Parker's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Lamont Percell Parker's CRS (Customer Relationship Summary).

Certified licenses

Experience

LIFEMARK SECURITIES CORP.

BROOKSTONE SECURITIES, INC.

BROOKSTONE SECURITIES, INC.

BROOKSTONE SECURITIES, INC.

FIRST MIDWEST SECURITIES, INC.

FIRST MIDWEST SECURITIES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LIFEMARK SECURITIES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/1998

Series 63

Date: 4/1/1998

SIE

Date: 10/1/2018

Series 31

Date: 4/6/1998

Series 7

Date: 2/13/1998

FINRA

Current Firm

LIFEMARK SECURITIES CORP.

Contact information

SEC notice filing (46 States and Territories)

FINRA licenses (51 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

LIFEMARK SECURITIES CORP.

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