Lombard Changes Clearing Firm and Investment Advisor Custodian – 5/8/2021

As of May 8th 2021,  Lombard has affiliated with First Clearing (trade name of Wells Fargo Clearing Services).  First Clearing is a top-tier Broker-Dealer clearing firm and Investment Advisor custodian. According to Curt Fox,  President, “Moving our business to a large and service-driven firm such as First Clearing enables us to become instantly competitive with… Read more »

Beware of Email Fraud

Every Internet user should be aware of email fraud also known as “spoof” or “phishing” and should take the necessary precautions to protect yourself and your identity. What is Email Fraud? Also known as spoof or phishing, fraudulent emails are those that appear to be from a well-known, reputable company but can put you and… Read more »