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Brian Lee Slagle

Lombard Advisers Inc.

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About Brian Lee Slagle

Brian Lee Slagle is a financial advisor with Lombard Advisers Inc., a registered investment advisor. Brian has been in the industry since 2014 and holds several licenses including Series 7 and 63. Brian has worked at other firms such as Northwestern Mutual Investment Services, LLC and Sunpoint Securities, Inc. Brian specializes in providing investment advice to individuals, high-net-worth individuals, charitable organizations, pension plans, and corporations.

Firm Information

Brian Slagle 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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Brian Slagle’s Registration & Firm History

MD

01/03/2025 - Present

Lombard Advisers Inc. (Annapolis MD)

MD

06/22/2016 - 10/25/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ANNAPOLIS MD)

TX

06/20/1997 - 06/01/1999

SUNPOINT SECURITIES, INC. (LONGVIEW TX)

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Licenses & Designations

IA

Issued 11/06/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/21/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Lee Slagle.
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