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Lorraine A Dimartino

Capital Synergy Partners

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About Lorraine A Dimartino

Lorraine Dimartino is a financial advisor with over 25 years of experience in the industry. Lorraine is currently registered with Capital Synergy Partners, a firm that offers a range of financial services, including financial planning and portfolio management for individuals. Before joining Capital Synergy Partners, Lorraine worked for several other firms, including Financial West Group, ING Financial Partners, Inc. and Mutual of Omaha Investor Services, Inc. She has a strong background in the financial services industry and is committed to providing her clients with personalized and comprehensive financial advice.

Firm Information

Lorraine Dimartino is currently registered with Capital Synergy Partners. Capital Synergy Partners is a corporation formed in 1999 and registered with the SEC and in all 50 states. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $89.1 million in assets for 386 clients.

$89.11M

Assets Under Management

Not reported

Total Clients

33

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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other

Csp receives third party referral, selection & monitoring fees

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Lorraine Dimartino’s Registration & Firm History

CA

06/08/2012 - Present

Capital Synergy Partners (IRVINE CA)

NE

01/06/2006 - 12/31/2011

FINANCIAL WEST GROUP (OMAHA NE)

CT

01/27/2005 - 12/31/2005

ING FINANCIAL PARTNERS, INC. (WINDSOR CT)

NE

02/21/1997 - 01/26/2005

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)

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Licenses & Designations

IA

Issued 09/22/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/20/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lorraine A Dimartino.
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