Brian Lombardo
Independent Registered Investment Advisor @Cambridge Investment Research, Inc.
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WORK HISTORY
Independent Registered Investment Advisor @Cambridge Investment Research, Inc.
San Jose, TN
Independent Registered Investment Advisor doing comprehensive portfolio review and investment management.
EDUCATION
University of Massachusetts Lowell
BSBA, Accounting, Finance
SKILLS
ABOUT BRIAN LOMBARDO
CFP(R), CPA, comprehensive financial planning, financial advising, investment management, tax planning, budgeting, retirement planning, education planning, insurance planning, business planningBranch Offices:1613 Championship BlvdFranklin, TN 37•••••70 North First St, Suite 200San Jose, CA 95131Branch Phone Number:(40••••••50• Securities offered through Registered Representatives of Cambridge Investment Research, Inc, a Broker/Dealer, and Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc, a Registered Investment Advisor. Gateway Financial Advisors, Inc, and Cambridge Investment Research, Inc. are not affiliated. CFP(R) Board ID # 174461FINRA CRD # 56•••89TN CPA License # 27301TN Ins License # 24•••80Please send all business emails through b••••••••@gfainvestments.comSpecialties: Comprehensive Financial Planning, Fee Based Asset Management, Investment Management, Tax Planning, Insurance Planning, Estate Planning, Budgeting, Start-up business consulting, 401k Group PlansContent provided via links to third party sites should not be considered an endorsement of content, which we cannot verify completeness or accuracy of.
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