Unclaimed
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.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
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.
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
Active
Inactive
F
FINRA
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