Brian SlagleCRD Number: 2895570
Current Firm: Lombard Advisers Incorporated
Brian Slagle (CRD# 2895570) is an Investment Advisor Representative working at Lombard Advisers Incorporated in La Pata, MD and has over 5 years of experience in the finance industry.
|Lombard Advisers Incorporated||Baltimore, MD||Oct 2018 - Current||3|
|Lombard Securities Incorporated||Baltimore, MD||Oct 2017 - Current||4|
|Northwestern Mutual Investment Services LLC||Annapolis, MD||May 2016 - Oct 2017||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Apr 2016 - Oct 2017||1|
|Unemployed||La Plata, MD||Dec 2015 - Mar 2016||< 1|
|Pnc Bank||Charlotte Hall, MD||Jun 2006 - Dec 2015||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management202MILLIONS
Total Number of Accounts838ACCOUNTS
Average Account Value$241,182
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, CO, DE, FL, IA, IL, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV
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