Christopher A. Barberini

LAKESHORE CAPITAL GROUP

Rolling Meadows, IL 60008

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CRD#: 5969705

Professional summary

Christopher Andrew Barberini, who also goes by Christopher Barberini, is a registered financial advisor currently at LAKESHORE CAPITAL GROUP, INC. located in Rolling Meadows, Illinois.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Christopher has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Barberini

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Barberini's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 30, 2023 - Present

LAKESHORE CAPITAL GROUP, INC.

Office #1: 1811 Hicks Road, Rolling Meadows, IL 60008

RIA

CRD#: 325609

Rolling Meadows, IL

Past

April 16, 2019 - July 10, 2023

J. W. COLE ADVISORS, INC.

RIA

CRD#: 112294

ROLLING MEADOWS, IL

Past

September 30, 2014 - April 23, 2019

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

ROLLING MEADOWS, IL

Past

February 28, 2012 - September 29, 2014

WADDELL & REED

RIA

CRD#: 866

SCHAUMBURG, IL

Past

January 12, 2012 - September 29, 2014

WADDELL & REED

CRD#: 866

SCHAUMBURG, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LAKESHORE CAPITAL GROUP, INC.

CRD#: 325609 / SEC#: 801-127919

RIA

Registered Investment Advisory firm - (5/3/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(6/30/2023)

IAR

Texas
(10/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/27/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 1/11/2012

General Securities Representative Examination

Current Firm

LAKESHORE CAPITAL GROUP, INC.

CRD#: 325609 / SEC#: 801-127919

RIA

Registered Investment Advisory firm - (5/3/2023 Approved)

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Contact information

Main Address

1811 Hicks Road, Rolling Meadows, IL 60008

Mailing Address

Phone number

(847) 701-0400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LAKESHORE CAPITAL GROUP, INC. FORM ADV PART 2 BROCHURE (5/22/2025)

Regulatory assets under management

Total Number of Accounts	600
AUM (Assets Under Management)	$ 153,199,620

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher A. Barberini

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Andrew Barberini's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKESHORE CAPITAL GROUP, INC.

J. W. COLE ADVISORS, INC.

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

WADDELL & REED

WADDELL & REED

Primary Firm SEC Registration

LAKESHORE CAPITAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2012

Series 7

Date: 1/11/2012

Current Firm

LAKESHORE CAPITAL GROUP, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAKESHORE CAPITAL GROUP, INC.

TRUST BUT VERIFY

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