Lamco Advisory Services Inc.

Lamco Advisory Services Inc. (CRD# 111727) is a financial advisory firm headquartered in Lake Mary, FL. They manage $1,967,359,005 in 662 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,967
    MILLION
  • Total Number of Accounts
    662
    ACCOUNTS
  • Average Account Value
    $2,971,841
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NJ, RI

Financial Advisors at Lamco Advisory Services Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Lauren L. Bloom
CRD#: 2451952
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
96
Wealthminder
score

Lauren Bloom (CRD# 2451952) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has over 12 years of experience in the finance industry. Lauren Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
William F. Hamer
CRD#: 1918561
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
93
Wealthminder
score

William Hamer (CRD# 1918561) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has over 20 years of experience in the finance industry.

3
Sally A. Hanley-Whitworth
CRD#: 2030758
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
93
Wealthminder
score

Sally Hanley-Whitworth (CRD# 2030758) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has over 26 years of experience in the finance industry.

4
Mark Lamoriello
CRD#: 2106993
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
93
Wealthminder
score

Mark Lamoriello (CRD# 2106993) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has over 26 years of experience in the finance industry.

5
Tate L. Blomquist
CRD#: 4817966
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
90
Wealthminder
score

Tate Blomquist (CRD# 4817966) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has over 11 years of experience in the finance industry.

6
Andrew S. Zito
CRD#: 6607946
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
87
Wealthminder
score

Andrew Zito (CRD# 6607946) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has 1 year of experience in the finance industry.

7
Nicholas J. Lamoriello
CRD#: 1956301
1525 International Parkway, Suite 2071, Lake Mary, FL 32746
73
Wealthminder
score

Nicholas Lamoriello (CRD# 1956301) is an Investment Advisor Representative working at Lamco Advisory Services Inc. in Lake Mary, FL and has over 27 years of experience in the finance industry.

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