Lombard Advisers Inc

Investment Advisor
in Radford, VA

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About this Advisor

Don Price is a financial advisor who works out of Radford, Virginia who has 14 years of industry experience. Price is on the advisory team at Lombard Advisers Inc. Over the course of their career, Price has held roles at A.G. Edwards & Sons, Inc, Wachovia Securities, LLC and Lombard Securities Inc. Price has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Virginia. Lombard Advisers Inc is a company operating out of Baltimore, MD. The firm has offices in 21 locations and a total of 43 financial advisors. It handles $258 million in total assets across its 1,067 client accounts, placing it among the mid-sized firms in the United States by assets under management. The firm provides services to nine charities and foundations. Of its 1,067 accounts, just 2% are held by high-net-worth clients who have greater than $1 million in investable assets. The advisory firm has a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fee types charged by Lombard Advisers Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

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

206B West Main St.
Radford, VA 24143

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Lombard Advisers Inc Brokerage Details

Total Assets Under Management


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


VA Average: 45
Total Number of Accounts


VA Average: 765
Average Account Size


VA 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

Don Price Work History

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

2009 - Present (15 years)

Lombard Securities Inc

2008 - Present (16 years)

Wachovia Securities, LLC

2002 - Present (22 years)

A.G. Edwards & Sons, 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.


Please visit the SEC profile of Don Price 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

Charles Jenkins
Baltimore, MD
Jon Dabareiner
Hardy, VA
Brent Kochel
Carbondale, IL
Percy Hundley
Newport News, VA
Kamran Richard
Jennings, LA
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

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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.

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