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Kenneth Raymond Kirkeby

Lombard Advisers Inc.

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About Kenneth Raymond Kirkeby

Kenneth Kirkeby is a financial advisor with Lombard Advisers Incorporated and has been working in the financial services industry since 1983. Kenneth Kirkeby is registered to provide investment advisory and broker-dealer services in multiple states. Kenneth Kirkeby is also registered with the state of Texas. Prior to joining Lombard Advisers Incorporated, Kenneth Kirkeby worked at Private Client Services, LLC and Thornhill Securities, Inc. Kenneth Kirkeby has extensive experience in the financial services industry and has a strong track record of success. Kenneth Kirkeby is committed to providing clients with personalized financial advice and services tailored to their individual needs.

Firm Information

Kenneth Kirkeby 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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Kenneth Kirkeby’s Registration & Firm History

TX

09/16/2020 - Present

Lombard Advisers Inc. (Bridgeport TX)

TX

03/04/2019 - 08/27/2020

PRIVATE CLIENT SERVICES, LLC (BRIDGEPORT TX)

TX

01/09/2009 - 03/07/2019

THORNHILL SECURITIES, INC. (BRIDGEPORT TX)

TX

05/28/2008 - 03/19/2009

LPL FINANCIAL CORPORATION (DECATUR TX)

NJ

05/19/2006 - 06/04/2008

NEXT FINANCIAL GROUP, INC. (CHESTER NJ)

NJ

04/28/2006 - 05/10/2006

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (CHESTER NJ)

NJ

01/30/2003 - 05/02/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (CHESTER NJ)

NY

03/09/2002 - 02/18/2003

RBC DAIN RAUSCHER INC. (NEW YORK NY)

MA

11/05/1998 - 03/09/2002

TUCKER ANTHONY INCORPORATED (BOSTON MA)

PA

05/18/1987 - 11/02/1998

JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)

NA

08/17/1984 - 05/08/1987

TUCKER, ANTHONY & R. L. DAY, INC.

NA

04/06/1984 - 07/30/1984

SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED

NA

03/22/1983 - 02/27/1984

AMERICAN EAGLE SECURITIES, INC.

NA

03/22/1983 - 04/06/1983

VERRILLI ALTSCHULER SCHWARTZ INC.

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Licenses & Designations

IA

Issued 02/20/1992

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/12/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/20/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/25/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/19/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kenneth Raymond Kirkeby. Review regulatory record here.
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