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Contact Information
Anthony Lombardo 
Position Title:   District Manager 
Waddell & Reed, Inc.®
Address: 6301 INDIAN SCHOOL
ROAD NE
ALBUQUERQUE, NM 87110
Office:   (505) 888-7944
Personal Office Phone:   (866) 898-8027
Fax:   (505) 884-8484

email me

Mission Statement
To help individuals and families work toward better lives through comprehensive financial planning. To become my clients primary, trusted financial advisor by always conducting business ethically and in the best interest of my clients.

Education
Bachelor of Science (BS) Chemistry
Master of Business Administration (MBA)

Professional Designations
Chartered Retirement Planning Counselor, CRPC


Areas of Specialization
Education Funding
Financial Planning
Insurance Portfolio Planning
Investment Strategies
Mutual Fund Investments
Retirement Planning
Other: Financial Planning for Families with Young Children


Personal and Community
Member, Rio Rancho Chamber of Commerce Parishioner, Church of the Incarnation Catholic Church, Rio Rancho






* Many Waddell & Reed Financial Advisors are able to sell insurance products as agents of various insurance companies through arrangements that Waddell & Reed has made with these insurance companies.

** Certain Waddell & Reed offices are located in banks, credit unions and other financial institutions. Investment products offered by Waddell & Reed on the premises of financial institutions are not insured by the FDIC, are not deposits or other obligations of the financial institution and are not guaranteed by the financial institution, and are subject to investment risks, including possible loss of the principal invested.

 
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The products and services described in this website are offered only in the United States, Puerto Rico and the U.S. Virgin Islands. Nothing in this website should be considered a solicitation to buy or an offer to sell such products and services in any jurisdiction where the offer or solicitation would be unlawful under the laws of such jurisdiction. Mutual Funds distributed by Waddell & Reed, Inc. are offered by prospectus only.

Investors should consider the investment objectives, risks, charges and expenses of a fund carefully before investing. For a prospectus containing this and other information for the mutual funds offered by Waddell & Reed, call your financial advisor or click here. Please read the prospectus carefully before investing.

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