Advisor at The Fiduciary Alliance
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Fiduciary Alliance
Location
Greenville, NC
Credentials
Series 65
Industry experience
8 years
Damian Lombardi is a Series 65-licensed financial advisor with eight years of industry experience. He is currently with The Fiduciary Alliance and previously worked at Porter Investments, Inc. for eight years. The Fiduciary Alliance provides discretionary portfolio management and comprehensive financial planning primarily to individual and high-net-worth clients, as well as other investment advisers. The firm uses a client-specific investment approach combining fundamental, technical, cyclical, and charting analyses and operates a multi-division network of investment advisor representatives.
Based on The Fiduciary Alliance
Based on The Fiduciary Alliance
Financial planning fixed fee between $500 and $40,000, negotiable
$0 - $150,000: $150,000+: Up to 2.00% annually, negotiable, blended tiered fee schedule applied to daily average account value
Commissions received from sale of securities and insurance products by registered representatives, including trail fees from mutual funds
Financial planning hourly fee $350 per hour, negotiable
Performance-based fees (carried interest) up to 25% of profits on specific alternative investments, calculated and paid at the end of the holding period
Account minimum: $150,000 Fee-only: Financial planning fixed fees from $500 up to $40,000 (negotiable); hourly financial planning fees at $350 per hour (negotiable); estate planning fees $1,000 - $3,000 (negotiable)
Greenville, NC
North Carolina
The Fiduciary Alliance
2025 - Present (1 year)
Porter Investments, Inc.
2017 - 2025 (8 years)
Transition/Training
2016 - 2017 (1 year)
USPS at Northrop Grumman
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Greenville, NC
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H. L. Ormond & Company, LLC
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