Herbert
Ormond
H. L. Ormond & Company, LLC
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About this Advisor
Herbert Ormond is a financial advisor based in Greenville, North Carolina, working with H. L. Ormond & Company, LLC. Herbert has previously held positions at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, H L Ormond & Company LLC, and Taes2, LLC. Herbert has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in North Carolina and Texas. Currently, Herbert is part of H. L. Ormond & Company, LLC, which operates out of Greenville, North Carolina. The firm has 3 employees and manages assets totaling $316.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at H. L. Ormond & Company, LLC includes asset-based and fixed fees.
Certifications and Registrations
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H. L. Ormond & Company, LLC Brokerage Details
$316,737,721
3
1,135
$279,064
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Herbert Ormond Work History
H L Ormond & Company LLC
Taes2, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Disclosures
Please visit the SEC profile of Herbert Ormond 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 H. L. Ormond & Company, LLC
Greenville, NC
Greenville, NC
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