John Lombardi (CRD# 2739162) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Worcester, MA and has over 27 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Financial Securities Corporation | Worcester, MA | Jan 2023 - Current | 1 |
| Lincoln Financial Securities Corporation | Greensboro, NC | May 2019 - Jan 2023 | 3 |
| Citizens Securities, Inc. | Natick, MA | Jun 2016 - May 2019 | 2 |
| Santander Bank | Boston, MA | Dec 2014 - Jun 2016 | 1 |
| Santander Securities LLC | San Juan, PR | Dec 2014 - Jun 2016 | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bedford, MA | Sep 2013 - Dec 2014 | 1 |
| Bank Of America, N.a. | Bedford, MA | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jun 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2013 |
- MA
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Total Assets Under Management4,483MILLIONS
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Total Number of Accounts21,454ACCOUNTS
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Average Account Value$208,966
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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