Marilyn Watkins (CRD# 4813250) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 19 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lombard Securities Incorporated | Baltimore, MD | Dec 2020 - Current | 3 |
| Lombard Advisers Incorporated | Baltimore, MD | Dec 2020 - Current | 3 |
| Lpl Financial LLC | Lafayette, LA | Dec 2008 - Dec 2020 | 12 |
| St. Martin's Bank & Trust | Lafayette, LA | Dec 2008 - Dec 2017 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2004 |
- LA
-
Total Assets Under Management366MILLIONS
-
Total Number of Accounts1,170ACCOUNTS
-
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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