James
Conway
Lumbard & Kellner, LLC
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About this Advisor
James Conway is a financial advisor based in Hollis, New Hampshire, working with Lumbard & Kellner, LLC. James has previously held positions at Pioneer Funds Distributor, Inc, Pioneer Institutional Asset Management, Inc, Fc Advisors, and Lumbard & Kellner, LLC. James has passed the Series 66 regulatory exam and is registered to provide services in New Hampshire. Currently, James is part of Lumbard & Kellner, LLC, which operates out of Hollis, New Hampshire. The firm has 4 employees and manages assets totaling $350.9 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Lumbard & Kellner, LLC includes asset-based fees.
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Lumbard & Kellner, LLC Brokerage Details
$350,933,057
4
113
$3,105,602
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
James Conway Work History
Lumbard & Kellner, LLC
Fc Advisors
Pioneer Institutional Asset Management, Inc
Pioneer Funds Distributor, Inc
Disclosures
Please visit the SEC profile of James Conway 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 Lumbard & Kellner, LLC
Hollis, NH
Hollis, NH
Hollis, NH
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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.
