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Brandon Reed Croxton

Lombard Advisers Inc.

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About Brandon Reed Croxton

Brandon Croxton is a financial advisor with Lombard Advisers Inc., a Registered Investment Advisor firm based in Baltimore, MD. Brandon specializes in providing investment advice to individuals, businesses, and charitable organizations. Brandon has been in the financial services industry since 2005. In addition to his work at Lombard Advisers, Brandon is a part owner of Croxton, Thornton, Hammond LLC, a real estate investment firm, and Building and Empowering Baltimore LLC, a property management company. Brandon is also a board member of Stocks in the Future, a non-profit organization that teaches investment principles to middle school students in underserved communities.

Firm Information

Brandon Croxton is currently registered with Lombard Advisers Inc.. Lombard Advisers Inc. is an investment advisor based in Baltimore, MD. The firm provides portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Lombard Advisers Inc. has approximately $366 million in regulatory assets under management.
Lombard Advisers Inc.

1820 LANCASTER ST

BALTIMORE, MD 21231

$366.42M

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Croxton’s Registration & Firm History

MD

05/15/2017 - Present

Lombard Advisers Inc. (Baltimore MD)

MD

04/22/2016 - 12/27/2016

EF LEGACY SECURITIES, LLC (TOWSON MD)

MD

10/29/2010 - 04/22/2016

SANDERS MORRIS HARRIS LLC (TOWSON MD)

MD

01/21/2005 - 11/06/2009

UVEST FINANCIAL SERVICES GROUP, INC. (COCKEYSVILLE MD)

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Licenses & Designations

BOTH

Issued 06/06/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/18/2008

Series 7 - General Securities Representative Examination

BC

Issued 01/20/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Brandon Reed Croxton. Review regulatory record here.
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