Lombard Advisers Incorporated

Lombard Advisers Incorporated (CRD# 108231) is a financial advisory firm headquartered in Baltimore, MD. They manage $11,262,718 in 47 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $239,632
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, LA, MD, NC, NJ, PA, TX, VA

Financial Advisors at Lombard Advisers Incorporated
Showing 1 - 10 of 28 top financial advisors.
1
Donald E. Oates
CRD#: 1180250
4014 Hampstead Mexico Road, Hampstead, MD 21074
96
Wealthminder
score

Donald Oates (CRD# 1180250) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Hampstead, MD and has over 31 years of experience in the finance industry.

2
Raymond K. Caell
CRD#: 2259691
1820 Lancaster St, Baltimore, MD 21231
93
Wealthminder
score

Raymond Caell (CRD# 2259691) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 25 years of experience in the finance industry.

3
John W. Egnot
CRD#: 3217536
1820 Lancaster St, Baltimore, MD 21231
93
Wealthminder
score

John Egnot (CRD# 3217536) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 18 years of experience in the finance industry.

4
Raymond B. Harrison
CRD#: 1792140
1416 Flatwood Ct., Crofton, MD 21114
93
Wealthminder
score

Raymond Harrison (CRD# 1792140) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Crofton, MD and has over 30 years of experience in the finance industry.

5
Percy L. Hundley
CRD#: 730534
24 Watergate Terrace, Newport News, VA 23606
93
Wealthminder
score

Percy Hundley (CRD# 730534) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Newport News, VA and has over 36 years of experience in the finance industry.

6
James L. Johnson
CRD#: 4735928
1820 Lancaster St, Baltimore, MD 21231
93
Wealthminder
score

James Johnson (CRD# 4735928) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 13 years of experience in the finance industry.

7
Ruth P. Jones
CRD#: 842232
302 Kay Ave., Ste. A, P.o.box 789, Salisbury, MD 21803
93
Wealthminder
score

Ruth Jones (CRD# 842232) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Salisbury, MD and has over 33 years of experience in the finance industry.

8
Gary A. King
CRD#: 803948
652 West 38th Street, Erie, PA 16508
93
Wealthminder
score

Gary King (CRD# 803948) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Erie, PA and has over 35 years of experience in the finance industry.

9
K D. Potter
CRD#: 366412
401 Washington Ave. Suite 402, Towson, MD 21204
93
Wealthminder
score

K Potter (CRD# 366412) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Towson, MD and has over 34 years of experience in the finance industry.

10
Edwin M. Reynolds
CRD#: 374634
1820 Lancaster Street, Baltimore, MD 21231
93
Wealthminder
score

Edwin Reynolds (CRD# 374634) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 36 years of experience in the finance industry.

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