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Peter Graham Wilkinson

Lombard Advisers Inc.

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About Peter Graham Wilkinson

Peter Wilkinson is an investment advisor representative with Lombard Advisers Inc. Peter has been in the financial services industry since 2002. He has a Series 6, Series 63 and Series 65 license and is registered with the state of Maryland and Pennsylvania. Peter has experience providing financial planning and investment advice to individuals and businesses. He is also experienced in the insurance industry. He has a strong commitment to client satisfaction and strives to help clients achieve their financial goals.

Firm Information

Peter Wilkinson 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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Peter Wilkinson’s Registration & Firm History

PA

02/28/2023 - Present

Lombard Advisers Inc. (York PA)

MD

02/25/2002 - 12/06/2021

MML INVESTORS SERVICES, LLC (HUNT VALLEY MD)

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Licenses & Designations

IA

Issued 06/10/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/18/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Graham Wilkinson.
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