Lombard Advisers Incorporated
Lombard Advisers Incorporated (CRD# 108231) is a financial advisory firm headquartered in Baltimore, MD. They manage $366,417,835 in 1,170 accounts and serve the financial needs of clients across 18 states (or territories).
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Total Assets Under Management366MILLION
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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
Jack Heil (CRD# 4255539) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Charlotte, NC and has over 17 years of experience in the finance industry.
Percy Hundley (CRD# 730534) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Newport News, VA and has over 42 years of experience in the finance industry.
Charles Jenkins (CRD# 3182100) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 25 years of experience in the finance industry.
James Johnson (CRD# 4735928) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 19 years of experience in the finance industry.
Gary King (CRD# 803948) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Erie, PA and has over 41 years of experience in the finance industry.
Kenneth Kirkeby (CRD# 1051705) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 40 years of experience in the finance industry.
Brent Kochel (CRD# 6717628) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Anna, IL and has over 7 years of experience in the finance industry.
Jeffrey Murray (CRD# 1572002) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Baltimore, MD and has over 37 years of experience in the finance industry.
Donald Oates (CRD# 1180250) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Hampstead, MD and has over 37 years of experience in the finance industry.
Don Price (CRD# 2078986) is an Investment Advisor Representative working at Lombard Advisers Incorporated in Radford, VA and has over 25 years of experience in the finance industry.