Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Lombardi is a financial advisor with LPL Financial LLC in Atlanta, GA. Richard has been in the industry since 1998. Richard holds the Series 7, Series 66, and SIE licenses and has worked in the financial industry for over 25 years. Richard has worked at Securities America, Inc. and VeraVest Investments, Inc. in the past and has experience in both Broker-Dealer and Investment Advisor roles. Richard is currently licensed in 28 states in the U.S. as a Broker Dealer and in 3 states as an Investment Advisor. Richard specializes in individual and business financial planning and portfolio management. Richard also offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
08/09/2011 - Present
LPL Financial LLC (ATLANTA GA)
GA
12/01/2003 - 08/09/2011
SECURITIES AMERICA, INC. (ATLANTA GA)
MA
11/04/1998 - 12/02/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 12/23/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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