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Edward David Sonnier

Lombard Advisers Inc.

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About Edward David Sonnier

Edward Sonnier is a financial advisor with over 25 years of experience in the financial industry. He has been associated with Lombard Advisers Inc. since 2009. Edward Sonnier specializes in providing financial and investment advice to individuals, families, and businesses. He is also a registered investment advisor in Louisiana and has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Edward Sonnier 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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Edward Sonnier’s Registration & Firm History

LA

05/05/2009 - Present

Lombard Advisers Inc. (JENNINGS LA)

GA

04/24/1995 - 04/16/1996

KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)

CA

01/20/1995 - 05/05/1995

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

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Licenses & Designations

IA

Issued 06/03/2009

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/07/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/04/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2001

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 02/22/2001

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Edward David Sonnier.
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