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
Baltimore, MD 21231
Credentials
CFA®
Industry experience
< 1 year
Fixed subscription-based fees for held away asset management accounts, negotiated individually.
$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 subscription-based fees for held away asset management accounts, negotiated individually.
Fee-only: Investment advisory fees based on percentage of assets under management; may be negotiated lower; fixed subscription-based fees for held away asset management also offered.
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 63, Series 66
Jennings, LA
Edward Jones
Series 63, Series 65, Series 66
Jennings, LA
Lombard Advisers Incorporated
Series 63, Series 66
Jennings, LA
Prospera Financial Services, inc.
Series 63, Series 65
Jennings, LA
Prospera Financial Services, inc.
Series 63
Lake Charles, LA
LPL Financial
Series 66
Jennings, LA
Edward Jones
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