Frank
Corto
Lombard Advisers Inc
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About this Advisor
Frank Corto is a financial advisor based in York, Pennsylvania, working with Lombard Advisers Inc. Frank has previously held positions at Summit Financial Group, Summit Brokerage Services Inc, Ifs Securities, and Lombard Securities Inc. Frank has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Pennsylvania. Currently, Frank is part of Lombard Advisers Inc, which operates out of York, Pennsylvania. The firm has 21 offices and 44 employees. The firm manages assets totaling $366.4 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Lombard Advisers Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lombard Advisers Inc Brokerage Details
$366,417,835
44
1,170
$313,178
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Frank Corto Work History
Lombard Securities Inc
Ifs Securities
Summit Financial Group
Summit Brokerage Services Inc
Disclosures
Please visit the SEC profile of Frank Corto 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
Baltimore, MD
Radford, VA
Baltimore, MD
Hardy, VA
Newport News, VA
Carbondale, IL
Jennings, LA
York, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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