Brian Slagle (CRD# 2895570) is an Investment Advisor Representative working at Lombard Advisers Incorporated in La Pata, MD and has over 7 years of experience in the finance industry.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lombard Advisers Incorporated | Baltimore, MD | Oct 2018 - Current | 5 |
| Lombard Securities Incorporated | Baltimore, MD | Oct 2017 - Current | 6 |
| 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 |
- MD
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Total Assets Under Management366MILLIONS
-
Total Number of Accounts1,170ACCOUNTS
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Average Account Value$313,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, CA, CO, DE, FL, IL, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA
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