Lombard Securities Incorporated
Firm details
- Headquarters
- Baltimore, Maryland
- CRD number
- 27954
- Registered since
- February 11, 1991
- Website
- www.golombard.com
Firm profile
FINTRXOverview
Lombard Securities Incorporated is organized as a corporation and has been registered with the SEC since 1991. The firm is individually owned and is classified in FINTRX data as "Unclassified." The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. FINTRX flags also show it is not a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. The firm did not supply descriptions of its business activities, advisory services, or client base in the provided data, and no activities or affiliations were disclosed.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Terry Donlan Welker
Chief Compliance OfficerCRD 2825889

William Socha
Co-CEO & CFOCRD 712323

Charles Fox
Co-CEOCRD 1201770
Contacts
3 of 54
Harvey Byrd
Investment Advisor RepresentativeCRD 5202142
Christopher Oates
RepresentativeCRD 7112669

David Guensch
Financial AdvisorCRD 1769051
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Baltimore, MD
Baltimore City
Location
Baltimore, MD
Headquartered in Baltimore, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore City
- Address
- 1820 Lancaster St
- Time zone
- ET (UTC-5)
- Office locations
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