Dack Michael Lamarque
Professional Summary
Dack Michael Lamarque is a registered financial advisor currently at LAMARQUE ATLAS located in Pasadena, California. Dack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Dack has worked at 2 firms and has passed the Series 63, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
LAMARQUE ATLAS | LAMARQUE ATLAS, LLC
Contact Information
Main Address
155 N Lake Ave Suite 800, Pasadena, CA 91101Phone Number
(626) 389-3861# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
2AUM (Assets Under Management)
$33,000,000Exempt reporting advisers
| SEC / JURISDICTION | REPORTING STATUS | EFFECTIVE DATE |
|---|---|---|
| California | ERA - Withdrawn | 7/20/2020 |
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2001About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 2005About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Dack Michael Lamarque's CRS (Customer Relationship Summary).
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