John Lombardi, financial advisor Hamden CT

John Lombardi

CRD Number: 5849429
Current Firm: Primerica Advisors

John Lombardi (CRD# 5849429) is an Investment Advisor Representative working at Primerica Advisors in Hamden, CT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Central Ct. State University New Baitain, CT Jan 2019 - Current 5
Resource Global Professionals Hartford, CT Apr 2018 - Current 6
Pfs Investments Inc. Hamden, CT Nov 2010 - Current 13
Primerica Financial Services Hamden, CT Mar 2010 - Current 14
Carrier Corporation Farmington, CT May 2002 - Mar 2018 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2011
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for John P. Lombardi
Phone Number: 833-786-0550
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    8,462
    MILLIONS
  • Total Number of Accounts
    59,808
    ACCOUNTS
  • Average Account Value
    $141,486
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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