GL
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Geoffrey Lombard
26 Years of Experience
West Chester, OH
1 Disclosure
Geoffrey Lombard is a registered investment advisor at Lifelong Investment Solutions, LLC, based in West Chester, OH, with 26 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
8080 Beckett Center Drive, Suite 308, West Chester, OH, 45069
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2006Settled
Employment History
Current Registrations
Lifelong Investment Solutions, LLC
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Jefferson Pilot Securities CORP
January 2000 - June 2006 · 6 yrs 5 mos
State Registrations2 states
ILOH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.