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Lanny Marks Email & Phone Number

Sr. Financial Advisor at Newbridge Securities at Newbridge Securities
Location: Boca Raton, Florida, United States 2 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Sr. Financial Advisor at Newbridge Securities
Location
Boca Raton, Florida, United States
Company size

Who is Lanny Marks? Overview

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Quick answer

Lanny Marks is listed as Sr. Financial Advisor at Newbridge Securities at Newbridge Securities, a with 158 employees, based in Boca Raton, Florida, United States. AeroLeads shows a matched LinkedIn profile for Lanny Marks.

Lanny Marks previously worked as President at Lanny K. Marks & Associates, Inc. and Sr. Financial Advisor at Newbridge Securities. Lanny Marks holds Bsm, Business from Tulane University.

Company email context

Email format at Newbridge Securities

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Newbridge Securities

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Profile bio

About Lanny Marks

Lanny Marks is a Sr. Financial Advisor at Newbridge Securities at Newbridge Securities. Colleagues describe them as "Lanny has not only constantly delivered competitively priced and high quality insurance options for me, but also for my clients. Lanny also is an excellent financial planner, with an ability to provide independent and creative approaches and solutions for his clients."

Current workplace

Lanny Marks's current company

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Newbridge Securities
Newbridge Securities
Sr. Financial Advisor at Newbridge Securities
boca raton, florida, united states
Employees
158
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2 roles

Lanny Marks work experience

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President

Lanny K. Marks & Associates, Inc.

Sr. Financial Advisor

Current

Helping clients address their future concerns on how they can save for retirement using Qualified and Non-Qualified Plans.

Nov 2003 - Present
Team & coworkers

Colleagues at Newbridge Securities

Other employees you can reach at newbridgesecurities.com. View company contacts for 158 employees →

2 education records

Lanny Marks education

FAQ

Frequently asked questions about Lanny Marks

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What company does Lanny Marks work for?

Lanny Marks works for Newbridge Securities.

What is Lanny Marks's role at Newbridge Securities?

Lanny Marks is listed as Sr. Financial Advisor at Newbridge Securities at Newbridge Securities.

Where is Lanny Marks based?

Lanny Marks is based in Boca Raton, Florida, United States while working with Newbridge Securities.

What companies has Lanny Marks worked for?

Lanny Marks has worked for Lanny K. Marks & Associates, Inc. and Newbridge Securities.

Who are Lanny Marks's colleagues at Newbridge Securities?

Lanny Marks's colleagues at Newbridge Securities include Jiahao Wang, Nick Schaeferle, Arthur Sachs, Richard Mcguire, and Catherine Collins.

How can I contact Lanny Marks?

You can use AeroLeads to view verified contact signals for Lanny Marks at Newbridge Securities, including work email, phone, and LinkedIn data when available.

What schools did Lanny Marks attend?

Lanny Marks holds Bsm, Business from Tulane University.

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