AG
CFP
AG
CFP

Antonette Gambini

30 Years of Experience
Deerfield, IL
Broker

Antonette Gambini is a CFP-designated registered investment advisor at Equitable Advisors, LLC, based in Deerfield, IL, with 30 years of industry experience. Antonette operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 69,432 clients with $38B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4570 advisors
Number of Clients
69,432 clients
Average Client Portfolio
$548K average
Assets Under Management
$38.0B

Fee Structure

Planning is included in investment management (also available separately)

Equitable Advisors offers investment management through LPL Financial programs and third-party asset managers (TAMPs). Fees vary depending on the program and assets invested.

For LPL programs like SAM, fees are based on a percentage of your portfolio. In some cases, you can choose whether to pay transaction charges directly or have the advisor pay them, which affects the overall advisory fee.

When using TAMPs, the fees are determined by the TAMP and a portion is paid to Equitable Advisors. The specific fees, minimums, and arrangements vary by TAMP, so it's important to review their brochures.

Equitable Advisors also offers ERISA fiduciary services to retirement plans, with fees determined by the specific services provided.

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Location

520 Lake Cook Road, Suite 270, Deerfield, IL, 60015

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Antonette is a bellmaster at the First Congregational Church of Crystal Lake, supervising and directing the handbell program, dedicating about a quarter of her time. She also manages rental property as a landlord, spending minimal time on this activity.

Employment History
Current Registrations
Equitable Advisors, LLC
January 2001 - Present · 25 yrs 4 mos
Equitable Advisors, LLC
December 2000 - Present · 25 yrs 5 mos
Equitable Advisors, LLCBroker
December 2000 - Present · 25 yrs 5 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2000 - November 2000 · 10 mos
Eq Financial Consultants, INC.Broker
June 1994 - March 1999 · 4 yrs 9 mos
The Equitable Life Assurance Society of the United StatesBroker
June 1994 - March 1999 · 4 yrs 9 mos
State Registrations1 state
IL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Antonette Gambini - Financial Advisor | TrueAdvisor