Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward William Lombard is a financial advisor with over 20 years of experience in the industry. Edward is currently registered with Raymond James Financial Services Advisors, Inc., where Edward has been with them since January 2021. Edward is also associated with BCW Financial Consultants LLC and Agility Wealth Management. Edward has previously worked for Ameriprise Financial Services, LLC, Wells Fargo Advisors, LLC, Prudential Securities Incorporated, and UBS PaineWebber Inc. Edward offers a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
02/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (Jacksonville FL)
FL
08/30/2013 - 02/01/2021
AMERIPRISE FINANCIAL SERVICES, LLC (JACKSONVILLE FL)
FL
07/01/2003 - 09/03/2013
WELLS FARGO ADVISORS, LLC (JACKSONVILLE FL)
NY
07/20/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
03/01/1999 - 08/09/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/07/1998 - 12/23/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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