Investment adviser representative · Cpr Financial & Insurance Services, Inc.
Vincent R. Lombardo
CRD 2801293 · Prosper, TX
At a glance
Vincent R. Lombardo is an investment adviser representative with Cpr Financial & Insurance Services, Inc. in Prosper, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Vincent’s SEC record dates to 2011, about 15 years ago.
Current advisory firm
- Cpr Financial & Insurance Services, Inc.Since August 2015Prosper, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2011 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 4 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Vincent’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.