Mark Lamendola, financial advisor Seven Fields PA
38 score

Mark Lamendola

CRD Number: 1133485
Current Firm: Investment Research Corp

Mark Lamendola (CRD# 1133485) is an Investment Advisor Representative working at Investment Research Corp in Seven Fields, PA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
World Capital Brokerage, Inc. Denver, CO Nov 2013 - Current 3
Investment Research Corp Denver, CO Nov 2013 - Current 3
National Life Montpelier, VT Feb 2009 - Current 7
Equity Services, Inc. Montpelier, VT Mar 2009 - Nov 2013 4
Nationwide Securities, Inc. Seven Fields, PA Aug 2008 - Mar 2009 < 1
1717 Capital Mgmt Pittsburgh, PA Jul 2002 - Mar 2009 6
Provident Mutual Pittsburgh, PA Jul 2002 - Mar 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Feb 2010
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:
  • Employer Dispute
  • Customer Dispute
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Mark I. Lamendola
Phone Number: 303-626-0634
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    126
    ACCOUNTS
  • Average Account Value
    $216,256
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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 businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, HI, ID, IL, LA, MD, MI, MO, NC, NV, NY, OH, OK, PA, TX, VA, WA, WV

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BADGES
38

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