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Edward Lombard
27 Years of Experience
Jacksonville, FL
1 DisclosureBroker
Edward Lombard is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jacksonville, FL, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
9995 Gate Parkway N., Jacksonville, FL, 32246
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Regulatory History (1)
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Customer Dispute
June 2019Settled
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2021 - Present · 5 yrs 3 mos
Raymond James Financial Services, INC.Broker
January 2021 - Present · 5 yrs 4 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 Registrations15 states
CTDCFLGAMONCNJNYOHPARISCTXVAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.