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Linda Black profile image

Linda Black

Registered Representative at LifeMark Securities Corp
Intro Book
Seasoned financial planner delivering expert retirement and investment solutions.
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Location
Leesburg, Virginia, United States, US
Skills
  • Retirement Planning
  • Retirement
  • Investments
  • Portfolio Management
  • Mutual Funds
  • Show all
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Bio

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Linda Black is a seasoned financial professional with 15+ years of experience in retirement planning, investments, and portfolio management. She holds advanced certifications from The American College of Financial Services and has worked at LifeMark Securities Corp, a nationally registered broker/dealer and SEC registered RIA.

Credentials

  • Chartered Federal Employee Benefits Consultant (ChFEBC)
    -
    Aug, 2017
    - Apr, 2026
  • Global Financial Steward (GFS)
    3ethos
    Nov, 2013
    - Apr, 2026
  • Retirement Income Certified Professional®
    The American College of Financial Services
    Sep, 2013
    - Apr, 2026
  • Chartered Financial Consultant®
    The American College of Financial Services
    Apr, 2008
    - Apr, 2026

Experience

  • LifeMark Securities Corp
    • Leesburg, VA
    • Registered Representative
      • Aug 2008 - Present
      • Leesburg, VA

      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. LifeMark’s principals are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulatory matters. Beyond common rhetoric, LifeMark’s ethos places the interests of its public customers first while supporting its financial advisors in their ability to deliver objective and personalized financial planning services, through the utilization of advanced financial planning software. Leveraging sophisticated technology and a comprehensive approach, advisers can provide deeper insights to solving client's most challenging issues. Individual plans are based on a client's specific and unique circumstance, addressing a single concern or the most complex planning issues.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.LifeMark clears its general securities trading through National Financial Services LLC, a subsidiary of Fidelity Investments.Please be advised that neither I nor LifeMark Securities can execute instructions regarding trading or distributions that are left by any means other than speaking directly with a registered representative. All inquiries must be directed to [email protected] FINRA: www.finra.orgMember SIPC www.sipc.org

Education

  • Birmingham-Southern College
  • College for Financial Planning
    CRPC, Retirement Planning
  • The American College
    ChFC, RICP, Financial Planning

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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