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Don Andrew Price

Lombard Advisers Inc.

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About Don Andrew Price

Don Price is a financial advisor registered with Lombard Advisers Inc. Don has been in the financial services industry since January 20, 1999, and has over 20 years of experience. Don has experience with UBS PaineWebber Inc., A. G. Edwards & Sons, Inc., WELLS FARGO ADVISORS, LLC, and F.N. WOLF & CO., INC. Don is registered in Florida, Maryland, North Carolina, Virginia, and West Virginia. Don is registered with the following firms: Lombard Advisers Inc. and Wells Fargo Advisors, LLC. Don's areas of expertise include Portfolio Management for Individuals and Portfolio Management for Businesses. Don is a Series 7, Series 31, Series 63, and Series 65 licensed professional.

Firm Information

Don Price 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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Don Price’s Registration & Firm History

VA

06/01/2009 - Present

Lombard Advisers Inc. (RADFORD VA)

VA

01/01/2008 - 05/27/2009

WELLS FARGO ADVISORS, LLC (ROANOKE VA)

VA

02/15/2002 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ROANOKE VA)

NJ

03/30/1999 - 02/26/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NA

08/20/1990 - 10/30/1990

F.N. WOLF & CO., INC.

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Licenses & Designations

IA

Issued 04/15/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/22/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 03/29/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Don Andrew Price.
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