Vincent LombardoCRD Number: 2801293
Current Firm: Cpr Financial & Insurance Services, Inc.
Vincent Lombardo (CRD# 2801293) is an Investment Advisor Representative working at Cpr Financial & Insurance Services, Inc. in Prosper, TX and has over 22 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|Cpr Financial & Insurance Services, Inc.||Frisco, TX||Aug 2015 - Current||7|
|Independent Insurance Agent||Frisco, TX||Aug 2010 - Current||12|
|Vinou Corporation||Miami, FL||Apr 1993 - Current||29|
|Hbw Advisory Services LLC||Simi Valley, CA||Feb 2011 - Aug 2015||4|
|Hbw Insurance & Financial Services Inc.||Simi Valley, CA||Aug 2010 - Aug 2015||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2000|
|S65||NASAA Investment Advisors Law Examination||Jan 2011|
Total Assets Under Management19MILLIONS
Total Number of Accounts377ACCOUNTS
Average Account Value$49,835
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, LA, TX
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