Geoffrey T. Lombard

LIFELONG INVESTMENT SOLUTIONS

West Chester, OH 45069

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CRD#: 2300581

Professional summary

Geoffrey Thomas Lombard, who also goes by Geoff Lombard, is a registered financial advisor currently at LIFELONG INVESTMENT SOLUTIONS, LLC located in West Chester, Ohio.

Geoffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Geoffrey has worked at 6 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Geoff Lombard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Thomas Lombard's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 11, 2006 - Present

LIFELONG INVESTMENT SOLUTIONS, LLC

Office #1: 8080 Beckett Center Drive, Suite 308, West Chester, OH 45069Office #2: 1901 N. Roselle Road Suite 800, Schaumburg, IL 60195

RIA

CRD#: 141035

West Chester, OH

Past

January 1, 2000 - June 30, 2006

OSAIC FS, INC.

RIA

CRD#: 3870

WEST CHESTER, OH

Past

September 16, 1999 - June 30, 2006

OSAIC FS, INC.

CRD#: 3870

WEST CHESTER, OH

Past

June 18, 1998 - September 17, 1999

VESTAX SECURITIES CORPORATION

CRD#: 10332

HUDSON, OH

Past

December 9, 1997 - July 7, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Past

April 19, 1996 - January 12, 1998

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

February 26, 1996 - April 19, 1996

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

May 26, 1995 - February 7, 1996

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

December 16, 1992 - May 24, 1995

OSAIC FS, INC.

CRD#: 3870

FORT WAYNE, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/12/2014)

IAR

Ohio
(7/11/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/20/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/13/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/29/1999

General Securities Representative Examination

General Industry/Product Exam

Series 22

Date: 8/17/1994

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 12/11/1992

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/2/1999

General Securities Principal Examination

Current Firm

LIFELONG INVESTMENT SOLUTIONS, LLC

CRD#: 141035 / SEC#:

Florida

Registered Investment Advisory firm - (8/1/2006 Approved)

Illinois

Registered Investment Advisory firm - (11/12/2014 Approved)

Kentucky

Registered Investment Advisory firm - (5/9/2008 Approved)

Ohio

Registered Investment Advisory firm - (6/19/2006 Approved)

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Contact information

Main Address

1901 N. Roselle Road Suite 800, Schaumburg, IL 60195

Mailing Address

Phone number

(224) 698-2707

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Geoffrey T. Lombard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Geoffrey Thomas Lombard's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC FS, INC.

OSAIC FS, INC.

VESTAX SECURITIES CORPORATION

WMA SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

NEW ENGLAND SECURITIES

VOYA FINANCIAL ADVISORS, INC.

OSAIC FS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/1999

Series 63

Date: 12/13/1993

Series 7

Date: 6/29/1999

Series 22

Date: 8/17/1994

Series 6

Date: 12/11/1992

Series 24

Date: 9/2/1999

Current Firm

LIFELONG INVESTMENT SOLUTIONS, LLC

Contact information

Documents

Red Flags

Company Information

LIFELONG INVESTMENT SOLUTIONS, LLC

TRUST BUT VERIFY

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