Brian Slagle, financial advisor La Pata MD

Brian Slagle

CRD 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.

Company Name Location Dates Years
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
Contact Info for Brian L. Slagle
Phone Number: 410-342-1300
Firm Website: http://www.golombard.com
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    202
    MILLIONS
  • Total Number of Accounts
    838
    ACCOUNTS
  • Average Account Value
    $241,182
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, CO, DE, FL, IA, IL, LA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WV

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