Joseph Sonnier
Advisor at Lombard Advisers Incorporated
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.
Advisor at Lombard Advisers Incorporated
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.
Location
Jennings, LA 70546
Credentials
CFA®
Industry experience
< 1 year
Joseph Sonnier is a CFA® charterholder currently with Lombard Advisers Incorporated. He has experience at PIMCO Funds and has held roles in both academia and the financial services industry. Sonnier is associated with Sonnier Financial, Inc. as an unregistered office staff member and Series 7 candidate. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, emphasizing client-directed trading authority and employing a combination of fundamental, technical, and cyclical analysis.
Based on Lombard Advisers Incorporated
Fixed fee subscription arrangement for held away asset management, negotiated in advance.
$0 - $1,000,000: Up to 1.70% $1,000,001 - $3,000,000: Up to 1.00% $3,000,001 - $10,000,000: Up to 0.75%
Fixed fee subscription-based arrangement for held away asset management, paid monthly or quarterly as negotiated.
Fee-only: Investment advisory fees based on percentage of assets under management or fixed fee subscription for held away assets; negotiated fees with possible discounts.
115 W. Nezpique
Jennings, LA 70546
Louisiana
Lombard Advisers Incorporated
2025 - Present (1 year)
Lombard Securities Incoporated
2025 - Present (1 year)
PIMCO Funds
2022 - 2025 (3 years)
Tulane University
2021 - 2022 (1 year)
Sonnier Financial
2020 - 2021 (1 year)
Drago's
2018 - 2019 (1 year)
University of Lafayette
2018 - 2021 (3 years)
Notre Dame High School
2015 - 2018 (3 years)
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Is active or affiliated with:
Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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