Herbert Ormond, financial advisor Greenville NC

Herbert Ormond

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Herbert L. Ormond
Phone Number: (252) 756-4010
Firm Website: https://www.hlormond.com
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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