Linda Black, CHFC, CRPC, RICP

Registered Representative LifeMark Securities Corp. As an Investment Advisor Representative (IAR) I can assist individuals seeking professional portfolio management services which are fee based.

This is a multi step process. To start, I assist in identifying investment goals, risk tolerance, liquidity needs, time horizons, and other relevant factors through a fact finding process. Using the results, I assist in the selection of an appropriate portfolio model and manager. After the managed portfolio is established, I meet with clients periodically to review performance and consider changes if their situation dictates.

Operating as usual

What Rising Rates Could Mean for Your Money 08/03/2022

What Rising Rates Could Mean for Your Money

What Rising Rates Could Mean for Your Money Find out how rising rates can affect you as a consumer and investor.

Five Questions about Long-Term Care 04/13/2022

Five Questions about Long-Term Care

Five Questions about Long-Term Care Long-term care refers to the ongoing services and support needed by people who have chronic health conditions ...

Five Questions about Long-Term Care 04/13/2022

Five Questions about Long-Term Care

Five Questions about Long-Term Care Long-term care refers to the ongoing services and support needed by people who have chronic health conditions ...

Your Home as a Source of Dollars in Retirement 03/30/2022

Your Home as a Source of Dollars in Retirement

Your Home as a Source of Dollars in Retirement Home equity can be a valuable source of extra income during your retirement years.

Linda Black on LinkedIn: Dramatically different take on your business, Act II (or III) | 12 comments 03/17/2022

Linda Black on LinkedIn: Dramatically different take on your business, Act II (or III) | 12 comments

Linda Black on LinkedIn: Dramatically different take on your business, Act II (or III) | 12 comments Dramatically different take on your business, Act II (or Act III)... 12 comments on LinkedIn

Maintaining Your Financial Records: The Importance of Being Organized 02/28/2022

Maintaining Your Financial Records: The Importance of Being Organized

Maintaining Your Financial Records: The Importance of Being Organized An important part of managing your personal finances is keeping your financial records organized. Whether it'...

Teaching Your Child about Money 02/15/2022

Teaching Your Child about Money

Teaching Your Child about Money Start teaching your child about money at a young age.

Is the market crashing? No. Here's what's happening to stocks, bonds as the Fed aims to end the days of easy money, analysts say 01/24/2022

Is the market crashing? No. Here's what's happening to stocks, bonds as the Fed aims to end the days of easy money, analysts say

Is the market crashing? No. Here's what's happening to stocks, bonds as the Fed aims to end the days of easy money, analysts say Americans are wondering what's amiss with Wall Street after steep declines in stocks and a surge in bond yields in recent weeks. Here's how to think about it.

Broadridge Advisor Solutions 01/04/2022

Broadridge Advisor Solutions

Are you a HENRY?

Broadridge Advisor Solutions HENRY is a catchy acronym for

Broadridge Advisor Solutions 12/28/2021

Broadridge Advisor Solutions

Broadridge Advisor Solutions Broadridge Advisor Solutions

04/24/2021
Teach Your Children Well: How to Raise a Financially Confident and Responsible Child 08/01/2019

Teach Your Children Well: How to Raise a Financially Confident and Responsible Child

Are your kids financially confident?

Teach Your Children Well: How to Raise a Financially Confident and Responsible Child IndED and Lifemark Securities have aligned to host this discussion on the importance of financial education for our youth. 7 Loudoun St.

How Behavioral Finance Paves the Road to Happiness in Retirement 08/01/2019

How Behavioral Finance Paves the Road to Happiness in Retirement

How Behavioral Finance Paves the Road to Happiness in Retirement As financial advisors, we can help clients approaching retirement discover what they most enjoy — and avoid spending their savings on purchases they’ll ultimately regret. Dr. Michael Finke explains how.

05/01/2019

Join George Mason University School of Business on May 30th as we celebrate women and women-owned businesses creating , .

Women in Business Initiative Advisory Board is excited to present the inaugural WIBI Woman of the Year award and WIBI Business of the Year award.

Register now at advancement.gmu.edu/wibitouroffrance to attend the Tour of France Wine Reception benefiting the Women in Business Initiative Scholarship Endowment.

05/01/2019

Join George Mason University School of Business on May 30th as we celebrate women and women-owned businesses creating , .

Women in Business Initiative Advisory Board is excited to present the inaugural WIBI Woman of the Year award and WIBI Business of the Year award.

Register now at advancement.gmu.edu/wibitouroffrance to attend the Tour of France Wine Reception benefiting the Women in Business Initiative Scholarship Endowment.

03/26/2019

Join as we inspire young women and impact student success at . Register now at advancement.gmu.edu/wibitouroffrance to attend the Tour of France Wine Reception on May 30th benefiting the Women in Business Initiative Scholarship Endowment!

Two Documents Every 18-Year-Old Should Sign 01/31/2019

Two Documents Every 18-Year-Old Should Sign

Two documents Every 18 Year-Old Should Sign

This is something I discuss with all of my single clients as well as my clients with unmarried children. A very important issue to address with your family!
I am happy to provide this legal document to you at no cost. Contact me if you are interested!

Two Documents Every 18-Year-Old Should Sign You don't have to be a helicopter parent to need legal authority to handle emergencies for your child.

Careers at LifeMark Securities Financial Planning 09/14/2018

Careers at LifeMark Securities Financial Planning

https://www.indeedjobs.com/lifemark-securities-financial-planning/_hl/en_US?cpref=JXWAtnzf3XWjLOi4YeVNLhRSoEeMyZToHDxqXNx-hsg

Careers at LifeMark Securities Financial Planning Find your next great career opportunity at LifeMark Securities Financial Planning

www.mfs.com 08/30/2017

www.mfs.com

Great article for families with younger children:
Nine Steps to Raising Money-Smart Kids
Enjoy!

www.mfs.com

These money tips will last your kids a lifetime 06/11/2017

These money tips will last your kids a lifetime

Excellent article all parents should share with their kids:

These money tips will last your kids a lifetime Children need to understand money so they don’t learn the hard way, writes Chuck Jaffe.

Patrice Introduction 04/08/2017

Patrice Introduction

Patrice has been the foundation of my gift giving for over a decade, and she has never disappointed!

Patrice Introduction Introduction about CARRIED AWAY Gifts

Timeline photos 04/02/2017

Timeline photos

How do taxes fund local government? Loudoun County Treasurer Roger Zurn will explain the ins and outs to 8-12 year olds for our weekly Young Citizen program on April 4. Sign up now! http://bit.ly/2nQVGrm

Homework Happy Hour--Thursdays at IndED 03/10/2017

Homework Happy Hour--Thursdays at IndED

Homework Happy Hour--Thursdays at IndED How to raise a financially confident and responsible child. Linda Black, local financial advisor with LifeMark Securities, will share some of her ideas (for the parents and the students!) on raisin…

01/12/2017

Inspiration for 2017: I am not sure women still prefer to lean, but an awareness "the laws of navigation" is still a good thing!

Elizabeth Cady Stanton, 1892:

No matter how much women prefer
to lean, to be protected and supported,
nor how much men prefer to have them do so,
they must make the voyage of life alone,
and for safety in an emergency
they must know something
of the laws of navigation.

Timeline photos 07/14/2016

Timeline photos

Very proud to be the recipient of the 2016 LifeMark Securities Ethos award for "Promoting the Highest Ethical Standards in the Financial Services Industry" It is truly on honor to represent a Broker Dealer who values this above all!

Timeline photos 07/14/2016

Very proud to be the recipient of the 2016 LifeMark Securities Ethos award for "Promoting the Highest Ethical Standards in the Financial Services Industry" It is truly on honor to represent a Broker Dealer who values this above all!

Photos from Linda Black, CHFC, CRPC, RICP's post 06/05/2016

LifeMark Grand Opening celebration Friday June 3rd!

Teach Your Children Well 05/03/2016

Teach Your Children Well

Teach Your Children Well Discussion on raising financially confident and responsible children by:   Setting expectations for different ages  Providing guidelines for spending  Empowering your kids to set goals  Making investing for the future fun and interesting  Educating children on credit card pitfalls  Helping your chil…

Market Month: February 2016 04/11/2016

Market Month: February 2016

Market Month: February 2016 Here is the most recent Market Month video market summary.

Market Week: March 7, 2016 03/08/2016

Market Week: March 7, 2016

Market Week: March 7, 2016 Equities continued to show life as each of the major indexes listed here posted gains over the prior week. Favorable reports from the employment and manufacturing sectors may be quelling investor fears of an imminent recession. For the week ended March 4, each of the indexes listed here advanced at…

Changes to Social Security Claiming Strategies (Feb) 01/27/2016

Changes to Social Security Claiming Strategies (Feb)

Changes to Social Security Claiming Strategies (Feb) Congress has ended two popular Social Security claiming strategies, but depending on your age, you may still be able to take advantage of these options.

Bipartisan Budget Act Impacts Medicare and Social Security 01/27/2016

Bipartisan Budget Act Impacts Medicare and Social Security

Bipartisan Budget Act Impacts Medicare and Social Security Changes are coming to Social Security and Medicare in 2016.

Location

Category

Telephone

Address


Waverly Park Mansion 604 S King St
Leesburg, VA
20175

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