LifeMark Securities Corp.
David Iobst, CFP®, ChFC®, serves as a Registered Representative and Investment Advisory Representative at LifeMark Securities Corp since January 2017. Previous experience includes a role as a Field Sales Associate at State Farm from January 2011 to December 2016, focusing on sales growth in various insurance and investment products. Prior to State Farm, David worked as an Advanced Sales Representative at ING from October 2007 to November 2010, providing sales and training support on complex financial products. Additionally, David served as a Senior Account Manager at RTA Financial Services, Inc. from January 1999 to January 2007, managing relationships with major clients and cross-selling employee benefit products. David holds a Bachelor of Science in Business from Pennsylvania State University-Penn State Lehigh Valley.
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LifeMark Securities Corp.
Integrity, leadership and service are the hallmarks of LifeMark’s philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC registered RIA, providing a “best in class” array of products and services to independent financial advisors, while maintaining the flexibility to rapidly adapt to changes within the marketplace and regulatory environments. Beyond common rhetoric, LifeMark’s ethos places the interests of its public customers first while supporting its financial advisors in remarkable ways day-to-day. Examples of this unique corporate ethos can be seen throughout its 30 year history. Notably, in 2008 LifeMark became the first broker/dealer to eliminate its Pre-Dispute Arbitration Agreement as a prerequisite to opening an account with the firm. Again, in 2013, LifeMark became the first broker/dealer to implement firm-wide training on the new GFS® (Global Financial Steward) curriculum which fully integrates the subjects of fiduciary responsibility, leadership and stewardship. Such developmental training helps financial advisors to broaden and deepen the relationships they have with clients. LifeMark pursues affiliation with advisors who embrace the same core values and wish to partner with like-minded professionals. LifeMark’s founders have combined experience in the industry of over 90 years and are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulatory matters. Ethos- noun \ˈē-ˌthäs\ the distinguishing character, sentiment, moral nature, or guiding beliefs of a person, group, or institution LifeMark's Ethos can be found at http://lifemark.com/WhyLifeMark/LifeMarkEthos.aspx Member FINRA www.finra.org Member SIPC www.sipc.org