Edward LombardoCRD Number: 1249612
Current Firm: Waddell & Reed
Edward Lombardo (CRD# 1249612) is an Investment Advisor Representative working at Waddell & Reed in Wyomissing, PA and has over 33 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Exeter Twp School District||Reading, PA||Aug 2015 - Current||2|
|Italian American Club||West Reading, PA||Nov 2011 - Current||5|
|Various Insurance Carriers For W&r Insurance Agencies||Reading, PA||Jun 1984 - Current||33|
|Waddell & Reed, Inc.||Wyomissing, PA||Mar 1984 - Current||33|
|Muhlenber High School||Reading, PA||May 1992 - Aug 2015||23|
|Northview Inc. C/o Remax Of Reading||Wyomissing, PA||Aug 2010 - Aug 2013||3|
|Speidel Real Estate Group||Sinking Spring, PA||Jan 1991 - Aug 2010||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.