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Edward Lombard

Raymond James Financial Services Advisors, INC
28 Years of Experience
Jacksonville, FL
1 DisclosureBroker
View SEC Summary
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Edward Lombard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 28 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

9995 Gate Parkway N., Jacksonville, FL, 32246

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2019
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 8 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, LLC.
September 2013 - February 2021 · 7 yrs 5 mos
Ameriprise Financial Services, LLCBroker
August 2013 - February 2021 · 7 yrs 6 mos
Wells Fargo Advisors, LLC
July 2003 - September 2013 · 10 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2003 - September 2013 · 10 yrs 2 mos
Prudential Securities Incorporated
July 2001 - July 2003 · 2 yrs
Prudential Securities IncorporatedBroker
July 2001 - July 2003 · 2 yrs
UBS Painewebber INC.Broker
March 1999 - August 2001 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 1998 - December 1998 · 7 mos
State Registrations16 states
CACTDCFLGAMONCNJNYOHPARISCTXVAWI
AdvisorBrokerBoth

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.
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