Mary LombardoCRD Number: 6368857
Current Firm: Opes Advisors, Inc.
Mary Lombardo (CRD# 6368857) is an Investment Advisor Representative working at Opes Advisors, Inc. in Livermore, CA and has over 3 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
Parker Investment Management, LLC
|Opes Advisors||Livermore, CA||Apr 2012 - Current||6|
|Vintage Mortgage Group||Pleasanton, CA||Sep 2000 - Mar 2012||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management299MILLIONS
Total Number of Accounts874ACCOUNTS
Average Account Value$341,681
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, OR, TX, WA