Vincent Lombardo
Vincent Lombardo is a registered investment advisor at Cpr Financial & Insurance Services, INC., based in Prosper, TX, with 15 years of industry experience. Vincent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 494 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CPR Financial offers investment management services. The annual fee is negotiable and ranges from 0.5% to 2% of your portfolio. Fees are billed quarterly. CPR Financial may also use sub-advisors, in which case you will pay additional fees to the sub-advisor, but the total annual fee will not exceed 3%. CPR Financial also uses third-party money managers, and their fees are in addition to CPR Financial's fees.
Location
603 E. Broadway St, Prosper, TX, 75078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vincent owns 100% of Vinou Corporation, established in 1993 to receive commissions for non-securities related consulting (taking about half of Vincent's time) and for banking purposes. Vincent is also an independent insurance agent since 2010, selling property and casualty insurance, as well as life insurance products.
Employment History
Current Registrations
Cpr Financial & Insurance Services, INC.
Previous Registrations
Hbw Advisory Services LLC
State Registrations4 states
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.