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
Series 66
Industry experience
4 years
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 Securities Incorporated
2022 - Present (4 years)
Gary Collier & Associates
2021 - Present (5 years)
National Bank of Blacksburg
2017 - 2021 (4 years)
Macado's Restaurant
2017 - 2017 (1 year)
Hampden-Sydney College
2013 - 2017 (4 years)
Draper Valley Golf Course
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Radford, VA
Edward Jones
Series 63, Series 66
Blacksburg, VA
Edward Jones
Series 66
Christiansburg, VA
Edward Jones
CFP®, Series 66
Blacksburg, VA
Edward Jones
Series 63, Series 66
Pulaski, VA
Edward Jones
Series 63, Series 65
Blacksburg, VA
Slagel Investment Management
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