TrueAdvisor
TrueAdvisor
ER
ER

Edwin Major Reynolds

Lombard Advisers Incorporated
53 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEducation Planning
Lombard Advisers Incorporated
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
955 clients
Average Client Portfolio
$594K average
Assets Under Management
$567.4M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

1820 Lancaster Street, Baltimore, MD, 21231

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Lombard Advisers Incorporated
April 2000 - Present · 25 yrs 10 mos
Lombard Securities Incorporated
June 1991 - Present · 34 yrs 8 mos
Lombard Securities IncorporatedBroker
June 1991 - Present · 34 yrs 8 mos
Previous Registrations
Linsco/private Ledger CORP.Broker
November 1990 - June 1991 · 7 mos
Johnston, Lemon & CO. IncorporatedBroker
January 1989 - November 1990 · 1 yr 10 mos
Ferris, Baker Watts IncorporatedBroker
October 1988 - January 1989 · 3 mos
Baker, Watts & CO., INC.Broker
January 1972 - October 1988 · 16 yrs 9 mos
State Registrations11 states
CODEFLMDNCNJNYPARISCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.