Larry Lombardo is an experienced Investment Advisor at W Advisors LLC and a Registered Representative at Purshe Kaplan Sterling Investments. Prior to their current roles, Larry gained experience in Global Wealth Management at Morgan Stanley, worked as a Tax Accountant at Thompson Dunavant PLC, served as a Tennis Instructor at The Racquet Club of Memphis, and worked as an In-Store Personal Banker at Union Planters Bank. Larry holds a Masters in Business Administration from Christian Brothers University and a Bachelor of Science in Finance from Jacksonville State University.
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September, 2013 - present
Registered Representative at CoastalOne
Registered Representative at Saxony Securities, Inc.
Relationship Manager, Principal Securities Registered Representative at Principal
Registered Representative, Infinex Investments, Inc. at Infinex Financial Group
Registered Representative at J.W. Cole Financial, Inc.