H. L. Ormond & Company, LLC

H. L. Ormond & Company, LLC (CRD# 313593) is a financial advisory firm headquartered in Greenville, NC. They manage $316,737,721 in 1,135 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    317
    MILLION
  • Total Number of Accounts
    1,135
    ACCOUNTS
  • Average Account Value
    $279,064
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
The map below shows states where this firm has explicit registration only.

CA, FL, NC, SC, TN, TX, VA

Financial Advisors at H. L. Ormond & Company, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michelle A. Corey
CRD#: 2674014
1001 Conference Drive, Suite A, Greenville, NC 27858

Michelle Corey (CRD# 2674014) is an Investment Advisor Representative working at H. L. Ormond & Company, LLC in Greenville, NC and has over 22 years of experience in the finance industry.

2
Herbert L. Ormond
CRD#: 1526791
1001 Conference Drive, Suite A, Greenville, NC 27858

Herbert Ormond (CRD# 1526791) is an Investment Advisor Representative working at H. L. Ormond & Company, LLC in Greenville, NC and has over 37 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.