Herbert OrmondCRD Number: 1526791
Current Firm: H. L. Ormond & Company, LLC
Herbert Ormond (CRD# 1526791) is an Investment Advisor Representative working at H. L. Ormond & Company, LLC in Greenville, NC and has over 36 years of experience in the finance industry.
Carolina Financial Services Group, Inc.
Ameriprise Financial Services, LLC
|H L Ormond & Company LLC||Greenville, NC||Jun 2021 - Current||2|
|Taes2, LLC||Greenville, NC||Jan 2015 - Current||8|
|Raymond James Financial Services, Inc.||Greenville, NC||Jan 2011 - Jun 2021||10|
|Raymond James Financial Services Advisors, Inc.||Greenville, NC||Jan 2011 - Jun 2021||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1986|
|S66||NASAA Uniform Combined State Law Examination||Mar 2004|
Total Assets Under Management274MILLIONS
Total Number of Accounts1,130ACCOUNTS
Average Account Value$242,895
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, NC, SC, TN, TX, VA
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