Johnny
Brown

Lombard Advisers Inc

CRD#5408594
Investment Advisor
in Pasadena, MD

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Johnny Brown is a financial advisor operating out of Pasadena, Maryland, who has 14 years of relevant experience. Brown works at Lombard Advisers Inc. They have spent the entirety of their employment at Lombard Advisers Inc. Brown maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Lombard Advisers Inc is a financial advisory firm headquartered in Baltimore, MD. The company has offices in 21 locations and a total of 43 advisors. It manages $258 million in assets under management among its 1,067 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises nine charities and foundations. Of its 1,067 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Lombard Advisers Inc provides a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fees largely are based on which services are offered. Fee types billed by Lombard Advisers Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

265 Carvel Rd
Pasadena, MD 21122

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lombard Advisers Inc Brokerage Details

Total Assets Under Management

$257,681,888

MD Average: $6,889,882,315
Total Number of Employees

43

MD Average: 45
Total Number of Accounts

1,067

MD Average: 765
Average Account Size

$241,501

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Johnny Brown Work History

Johnny has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Lombard Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Johnny Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Lombard Advisers Inc

Jon Dabareiner
Hardy, VA
Charles Jenkins
Baltimore, MD
Kamran Richard
Jennings, LA
Brent Kochel
Carbondale, IL
Percy Hundley
Newport News, VA
Arthur Gallo
Baltimore, MD
Frank Corto
York, PA
Richard Fogal
Baltimore, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started