Lorraine Rocamboli, financial advisor Bohemia NY

Lorraine Rocamboli

CRD Number: 1162539
Current Firm: Lincoln Investment

Lorraine Rocamboli (CRD# 1162539) is an Investment Advisor Representative working at Lincoln Investment in Bohemia, NY and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Bohemia, NY Jan 2017 - Current 7
Legend Advisory Corporation Palm Beach Gardens, FL Jul 2011 - Sep 2019 8
Legend Equities Corporation Palm Beach Gardens, FL Jul 1983 - Jan 2017 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 1996
Contact Info for Lorraine F. Rocamboli
Phone Number: 215-887-8111
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    15,356
    MILLIONS
  • Total Number of Accounts
    200,217
    ACCOUNTS
  • Average Account Value
    $76,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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