Frank Lombardo (CRD# 5192692) is an Investment Advisor Representative working at W Advisors LLC in Memphis, TN and has over 17 years of experience in the finance industry.
CRD# 6347351
Lpl Financial LLC
CRD# 3177764
Strategic Advisory Services
CRD# 3193095
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Sep 2013 - Current | 10 |
| W Advisors, LLC | Memphis, TN | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2007 |
- TN
-
Total Assets Under Management186MILLIONS
-
Total Number of Accounts406ACCOUNTS
-
Average Account Value$457,111
- 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)
FL, LA, MS, TN, TX
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