Marina Lamberti, financial advisor Rockford IL
90 score

Marina Lamberti

CRD Number: 6105367
Current Firm: Bates Financial Advisors, Inc.

Marina Lamberti (CRD# 6105367) is an Investment Advisor Representative working at Bates Financial Advisors, Inc. in Rockford, IL and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Bates Securities, Inc. Rockford, IL Oct 2013 - Current 3
Furst Staffing Rockford, IL Feb 2013 - Oct 2013 < 1
First Northern Credit Union Rockford, IL Nov 2012 - Feb 2013 < 1
Edward Jones St. Louis, MO Aug 2012 - Nov 2012 < 1
Unemployed Rockford, IL Sep 2011 - Aug 2012 < 1
Assoiated Bank, N.a. Rockford, IL Oct 2009 - Sep 2011 1
Accountemps Rockford, IL Feb 2009 - Oct 2009 < 1
Fidelity Mortgage, Inc. Roscoe, IL Mar 2008 - Jan 2009 < 1
Bank Of Rantoul Rantoul, IL Jul 2000 - Mar 2008 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2012
Contact Info for Marina B. Lamberti
Phone Number: 815-332-4020
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    267
    MILLIONS
  • Total Number of Accounts
    452
    ACCOUNTS
  • Average Account Value
    $590,592
Compensation Options
  • A percentage of assets under your management
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
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

AZ, FL, IL, WI

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

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