Anthony
Lombardi
Lpl Financial LLC
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About this Advisor
Anthony Lombardi is a financial advisor based in Folsom, California, who has 9 years of industry experience. Lombardi is currently employed by Lpl Financial LLC. The advisor has gained experience at Golden 1 Credit Union, Skipolini'S and Lpl. Lombardi holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Lpl Financial LLC is a registered investment firm based out of Fort Mill, SC. The company has offices in 9,898 locations and a total of 31,366 advisors. It manages $368 billion in assets between its 1,688,501 customer accounts, placing it among the largest firms in the United States by assets under management. The firm serves 3,425 charitable organizations. Of its 1,688,501 client accounts, 31% belong to high-net-worth investors who have at least $1 million in assets. The company has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fee schedules depend on which services the firm provides the client. Fees charged by Lpl Financial LLC most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$368,018,536,946
31,366
1,688,501
$217,956
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Anthony Lombardi Work History
Anthony has been registered as a financial advisor for 9 years.*
Lpl
Golden 1 Credit Union
Skipolini'S
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Anthony Lombardi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
The Villages, FL
Charlestown, MA
Sea Girt, NJ
Purchase, NY
Walnut Creek, CA
Newport Beach, CA
Lawrenceburg, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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