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Marc Lopresti
19 Years of Experience
Greensboro, NC
2 DisclosuresBrokerSells Insurance
Marc Lopresti is a registered investment advisor, based in Greensboro, NC, with 19 years of industry experience.
Location
8210 W Market St., Greensboro, NC, 27409
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Regulatory History (2)
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Customer Dispute
March 2021Settled
Customer Dispute
December 2018Denied
Other Business ActivitiesSells Insurance
Marc is an advisory representative of a registered investment advisor (RIA) and manages client assets or prepares financial plans for a fee, dedicating about half of his time to this. He is also an insurance agent with Summit Investment Solutions, but spends minimal time on this activity.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
April 2021 - Present · 5 yrs 1 mo
Cambridge Investment Research, INC.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Lincoln Financial Securities Corporation
January 2007 - April 2021 · 14 yrs 3 mos
Lincoln Financial Securities CorporationBroker
December 2006 - April 2021 · 14 yrs 4 mos
State Registrations2 states
NCVA
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.