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Carrie Lynn Busse

Lombard Advisers Inc.

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About Carrie Lynn Busse

Carrie Lynn Busse is a financial advisor with over 20 years of experience in the financial services industry. She currently works for Lombard Advisers Inc. in their Chillicothe, MO office. Carrie has expertise in providing financial planning, portfolio management, and selection of other advisors for both businesses and individuals. Carrie has worked with clients in a variety of industries, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. Carrie holds Series 7, 63, and 66 securities licenses and is registered in over 20 states.

Firm Information

Carrie Busse 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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Carrie Busse’s Registration & Firm History

MO

11/08/2021 - Present

Lombard Advisers Inc. (CHILLICOTHE MO)

MO

09/20/2019 - 11/11/2021

CETERA ADVISOR NETWORKS LLC (CHILLICOTHE MO)

MO

09/01/2016 - 09/20/2019

SUMMIT BROKERAGE SERVICES, INC. (CHILLICOTHE MO)

MO

11/02/2001 - 09/01/2016

VSR FINANCIAL SERVICES, INC. (CHILLICOTHE MO)

OK

11/30/2000 - 11/07/2001

AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)

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Licenses & Designations

BOTH

Issued 01/06/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/10/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/29/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carrie Lynn Busse.
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