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Richard Westwood Lombard

Wellth Advisory Services, LLC

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About Richard Westwood Lombard

Richard Westwood Lombard is a financial advisor who is registered with the state of Illinois. Richard has been in the financial industry since 2012 and is affiliated with Wellth Advisory Services, LLC. Richard holds Series 7 and 66 securities licenses and has a life and fixed annuity license. Richard also holds the SIE license.

Firm Information

Richard Lombard is currently registered with Wellth Advisory Services, LLC. Wellth Advisory Services, LLC is an investment advisory firm based in , with 67 investment adviser representatives and 30 registered representatives. The firm manages approximately $21.9 billion in assets for a variety of clients, including individuals, corporations, businesses, pension and profit-sharing plans, and charitable organizations. Wellth Advisory Services, LLC offers a range of services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals.

$21.91B

Assets Under Management

Not reported

Total Clients

57

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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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Richard Lombard’s Registration & Firm History

IL

06/28/2024 - Present

Wellth Advisory Services, LLC (Lombard IL)

IL

03/01/2013 - 05/03/2019

LPL FINANCIAL LLC (WHEATON IL)

MO

10/01/2012 - 11/29/2012

EDWARD JONES (ST. LOUIS MO)

IL

02/13/2012 - 09/27/2012

MORGAN STANLEY SMITH BARNEY (OAK BROOK IL)

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Licenses & Designations

BOTH

Issued 03/09/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Westwood Lombard.
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