Nancy Marie Hairsine

Employer firm

Lifemark Securities Corp. CRD 16204

$425M regulatory AUM 380 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2000 → Present
  Independent Insurance Agent
  Pittsburg, CA
• 05/2007 → 01/2025
  Lifetime Planning Dba
  Pittsburg, CA

Previous Registrations

• 2008-09-23 → 2018-11-07
  Foresters Equity Services, Inc.
  Martinez, CA
  Pittsburg, CA
  Pittsburg, CA
• 2007-03-01 → 2007-03-08
  Osaic Wealth, Inc.
  Danville, CA
  Walnut Creek, CA
• 2003-07-29 → 2007-03-01
  United Securities Alliance, Inc.
  Walnut Creek, CA
  Pittsburg, CA
  Greenwood Village, CO
  Pittsburg, CA
  Danville, CA

Other Businesses

1. Independent Insurance Sales /4230 Hillview Drive, Pittsburg, CA 94565/sales & service of life, LTC, disability insurance & annuities and financial planning/independent insurance agent and CFP, Start 7/2013/10 Hours per month. 2. Board Member, Pittsburg Chamber of Commerce, 745 Railroad Avenue, Pittsburg, CA 94565, not investment related, 07/2016, 1-2 hrs per month

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-12-29

Designations

• Certified Financial Planner

Other Names

• Nancy Marie Aanestad
• Nancy Marie Hairsine
• Patterson Marie Nancy
• Nancy Aanestad Marie Patterson