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Raymond Ballard Harrison

Lombard Advisers Inc.

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About Raymond Ballard Harrison

Raymond Ballard Harrison is a registered investment advisor with Lombard Advisers Inc. Raymond is a licensed investment advisor and a registered representative with the firm. Raymond is also licensed in several states to offer securities. Raymond has been in the financial industry since December 1988. Raymond has a wide range of experience, and specializes in providing financial services to individuals and businesses. Raymond is a member of the Securities Industry Essentials Examination (SIE) and has passed the General Securities Representative Examination (Series 7) and the Uniform Investment Adviser Law Examination (Series 65).

Firm Information

Raymond Harrison 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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Raymond Harrison’s Registration & Firm History

MD

05/27/2004 - Present

Lombard Advisers Inc. (BALTIMORE MD)

NJ

01/19/1988 - 04/02/2003

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 10/28/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/26/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1988

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Raymond Ballard Harrison.
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