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.
Firm
Lombard Advisers Incorporated
Location
Bridgeport, WV
Credentials
Series 63, Series 65
Industry experience
26 years
Leslie Boyce is a financial advisor at Lombard Advisers Incorporated with 26 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Cetera Advisors LLC for 10 years. Outside of her advisory role, Boyce serves as CFO of Poynter's Business Solutions, a company specializing in office equipment sales and service. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary strategies and offers access to various wrap and separately managed program options through affiliated broker-dealer relationships.
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.
Bridgeport, WV
West Virginia
Lombard Advisers Incorporated
2024 - Present (2 years)
Lombard Securities Incorporated
2024 - Present (2 years)
Cetera
2024 - 2024 (1 year)
Poynter's Business Solutions
2023 - Present (3 years)
Cetera Advisors Llc
2014 - 2024 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is 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.
Is not active or affiliated with:
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 66
Clarksburg, WV
Wesbanco Securities, Inc.
Series 63, Series 65
Bridgeport, WV
Bankers Life Advisory Services, Inc.
Series 66
Bridgeport, WV
Bankers Life Advisory Services, Inc.
Series 66
Bridgeport, WV
Bankers Life Advisory Services, Inc.
Series 66
Clarksburg, WV
The huntington Investment company
Series 63, Series 65
Bridgeport, WV
StoneX Advisors Inc.
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