LB
Linda J. Black
LIFEMARK SECURITIES
Leesburg, VA 20175
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CRD#: 4199042
LB
Professional summary
Linda Jean Black, ChFC®, who also goes by Linda Jean Shell, is a registered financial advisor currently at LIFEMARK SECURITIES CORP. located in Leesburg, Virginia.
Linda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Linda has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Linda Jean Shell
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.
1. INDEPENDENT INSURANCE AGENT, INVESTMENT RELATED, 101 Loudoun ST SW., LEESBURG, VA 20175, Start 07/2008, SALES OF LIFE INSURANCE AND FIXED ANNUITIES, APPROX. 20 HRS/MO & 20 HRS/MO DURING TRADING HOURS, SALES OF INSURANCE PRODUCTS/ Federal Employee Benefits Analysis 2. TEACHING MONEY MANAGEMENT CLASS TO ADULTS/CENTER FOR OTHER LIFELONG LEARNING INSTITUTE AT GEORGE MASON UNIVERSITY,STERLING, VA, UNPAID TEACHER, START 2010, 2 CLASSES A YEAR. Rep also gives seminars to corporate groups and organizations with similar topics as classes.
CRS (Client Relationship Summary) - RIA
Click below to view Linda Jean Black's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Linda Jean Black's 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®
Experience
Current
January 7, 2009 - Present
LIFEMARK SECURITIES CORP.
Office #1: 101 Loudoun Street, Sw, Leesburg, VA 20175RIA
BD
CRD#: 16204
Leesburg, VA
Current
December 11, 2008 - Present
LIFEMARK SECURITIES CORP.
Office #1: 101 Loudoun Street, Sw, Leesburg, VA 20175RIA
BD
CRD#: 16204
Leesburg, VA
Past
July 9, 2008 - December 12, 2008
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
LEEBURG, VA
Past
August 31, 2006 - December 12, 2008
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
LEEBURG, VA
Past
June 29, 2000 - August 31, 2006
USALLIANZ SECURITIES, INC.
BD
CRD#: 40875
LEESBURG, VA
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".
LS
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)BD
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.RR
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
RR
Arizona(4/9/2024)
RR
California(10/2/2019)
RR
District of Columbia(4/9/2024)
RR
Florida(5/11/2021)
RR
Illinois(4/9/2024)
RR
Iowa(9/9/2020)
RR
Kentucky(4/9/2024)
RR
Maryland(1/7/2009)
RR
Massachusetts(4/9/2024)
RR
Michigan(4/9/2024)
RR
Minnesota(4/9/2024)
RR
New Hampshire(4/9/2024)
RR
New York(5/31/2017)
RR
North Carolina(10/8/2024)
RR
Ohio(4/10/2024)
RR
Pennsylvania(1/5/2021)
RR
South Carolina(7/18/2018)
RR
Texas(6/16/2017)
IAR
Texas(11/4/2022)
RR
Virginia(12/11/2008)
IAR
Virginia(1/7/2009)
RR
Washington(1/3/2017)
RR
West Virginia(12/6/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
LS
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)BD
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
88
SEC notice filing (46 States and Territories)
FINRA licenses (51 States and Territories)
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.
