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Christopher Anthony Lamia

Forum Financial Management, LP

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About Christopher Anthony Lamia

Christopher Lamia is a financial advisor at Forum Financial Management, LP. Christopher has been in the financial services industry for over 26 years and is a CERTIFIED FINANCIAL PLANNER™. Christopher previously worked at Gold Coast Securities, Inc. and London Pacific Securities, Inc. Christopher has experience in financial planning, portfolio management, and pension consulting.

Firm Information

Christopher Lamia is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Lamia’s Registration & Firm History

CA

10/23/2018 - Present

Forum Financial Management, LP (THOUSAND OAKS CA)

CA

05/31/2001 - 11/13/2009

GOLD COAST SECURITIES, INC. (THOUSAND OAKS CA)

CA

11/18/1998 - 12/31/2001

LONDON PACIFIC SECURITIES, INC. (SACRAMENTO CA)

AZ

07/27/1993 - 11/18/1998

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 08/04/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/28/1997

Series 24 - General Securities Principal Examination

BC

Issued 07/26/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Anthony Lamia.
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