Christopher Andrew Barberini

Employer firm

Lakeshore Capital Group, Inc. CRD 325609

$181M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 04/2019
  Horner Tax Advisory Group
  Rolling Meadows, IL
• 09/2014 → 04/2019
  Global Financial Private Capital Llc
  Sarasota, FL
• 04/2019 → 06/2023
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 01/2022 → Present
  Lakeshore Capital Group, Inc.
  Rolling Meadows, IL

Previous Registrations

• 2019-04-16 → 2023-07-10
  J. W. Cole Advisors, Inc.
  Rolling Meadows, IL
  Tampa, FL
• 2014-09-30 → 2019-04-23
  Global Financial Private Capital, Inc.
  Rolling Meadows, IL
  Sarasota, FL
• 2012-02-28 → 2014-09-29
  Waddell & Reed
  Elgin, IL

Other Businesses

1.) Lakeshore Capital Group; not investment related; independent contractor - start date 1/9/2018; 1811 Hicks Road Suite A Rolling Meadows, IL 60008; tax prep & consultation; 120 hours per month, 75 hours during trading. 2.) Independent Insurance Agent; Investment Related; Rolling Meadows, IL; Start Date 02/2022; Approximately 16 hours/month with some hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2012-02-27

Other Names

• Christopher Barberini