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Percy Lemar Hundley

Lombard Advisers Inc.

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About Percy Lemar Hundley

Percy Hundley has been in the financial services industry since 1982. Percy is currently registered with Lombard Advisers Inc. in Newport News, VA. Percy has been associated with Lombard Advisers Inc. since September 2013. Previously, Percy was associated with Securities America, Inc., Investors Security Company, Inc., MML Investors Services, Inc., IDS Marketing Corporation, Chesapeake Brokerage & Securities, Inc., and Wheat, First Securities, Inc. Percy holds the Series 63, 65, 7, 24, 27, and 53 licenses. Percy provides financial advice to individuals, businesses, and charitable organizations.

Firm Information

Percy Hundley 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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Percy Hundley’s Registration & Firm History

VA

11/10/2014 - Present

Lombard Advisers Inc. (NEWPORT NEWS VA)

VA

12/07/2012 - 09/24/2013

SECURITIES AMERICA, INC. (NEWPORT NEWS VA)

VA

05/09/1990 - 12/07/2012

INVESTORS SECURITY COMPANY, INC. (NEWPORT NEWS VA)

MA

01/27/1987 - 05/29/1990

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

NA

04/21/1986 - 12/06/1986

IDS MARKETING CORPORATION

NA

07/30/1984 - 09/17/1985

CHESAPEAKE BROKERAGE & SECURITIES, INC.

NA

05/18/1981 - 06/08/1984

WHEAT, FIRST SECURITIES, INC.

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Licenses & Designations

IA

Issued 06/19/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/29/1981

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/1984

Series 53 - Municipal Securities Principal Examination

BC

Issued 09/15/1984

Series 27 - Financial and Operations Principal Examination

BC

Issued 05/29/1984

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/16/1981

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Percy Lemar Hundley.
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