Joseph Lopresti, financial advisor Arlington Heights IL
83 score

Joseph Lopresti

CRD Number: 1386168
Current Firm: Arlington Capital Management, Inc.

Joseph Lopresti (CRD# 1386168) is an Investment Advisor Representative working at Arlington Capital Management, Inc. in Arlington Heights, IL and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Arlington Capital Management, Inc. Arlington Heights, IL Jul 2000 - Current 16
World Equity Group, Inc. Arlington Heights, IL Jul 2000 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1987
S65 NASAA Investment Advisors Law Examination Aug 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Joseph F. Lopresti
Phone Number: 847-670-4030
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


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