Lombard doesn’t develop or sell its own financial products; our advisors recommend products based upon knowledge, individual client needs and market conditions. It’s a truly an independent experience for their investors and their clients.
“Always putting the client first, Lombard enables me to enjoy true independence. The management team and support personnel are always there for me while providing me the freedom to pursue best practices in my business. They know the business and it shows. I have the utmost respect for them and I’m proud to be associated with the organization. All of this culminates in a first class experience for the client.”
“If you are an Independent Advisor working in the the Mid-Atlantic region this is a amazing place to work; the staff here is some of the best I’ve met in my professional career, and Mr.Fox one of the best CEO’s I have come across.”
“Lombard offers a dedicated staff to support brokers and clients in achieving their goals. No sales pressure for the Lombard reps, means no high-pressure selling for their clients. Therefore, Lombard reps were already ahead of curve implementing the new DOL fiduciary rule seeking the best recommendations for their clients.”
“My associates at Lombard Securities bring decades of experience to the firm, and know the difference between solid investment strategies and trends. As a non-propriety firm, we have no preferred mutual funds or insurance companies, and no conflicts of interest with research and investment banking services. With that freedom, our brokers can focus on fulfilling the needs of our clients to fully balance their vision for their lives with the products and services that the industry offers.”