Roman Kobrin, financial advisor Chicago IL
90 score

Roman Kobrin

CRD Number: 5925579
Current Firm: Zacks Investment Management, Inc.

Roman Kobrin (CRD# 5925579) is an Investment Advisor Representative working at Zacks Investment Management, Inc. in Chicago, IL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lbmz Securities, Inc. Chicago, IL Jun 2016 - Current < 1
Zacks Investment Management Chicago, IL Sep 2014 - Current 2
Tdameritrade Northbrook, IL Jan 2012 - Jul 2014 2
Penn Mutual Life Ins Co Horsham, PA May 2011 - Jan 2012 < 1
Horner Townsend & Kent Inc. Horsham, PA May 2011 - Jan 2012 < 1
Innovation Auto Rolling Meadows, IL Dec 2008 - Apr 2011 2
Lana's Dazzling Desserts Wheeling, IL Dec 2006 - Dec 2008 2
Papa Johns Normal, IL Jan 2006 - Aug 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Roman Kobrin
Phone Number: 312-265-9266
Firm Website: http://www.zacksim.com/
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,335
    MILLIONS
  • Total Number of Accounts
    4,797
    ACCOUNTS
  • Average Account Value
    $695,318
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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