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Terry Lynn Donlan welker

Lombard Securities Inc.

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About Terry Lynn Donlan welker

Terry Lynn Donlan welker is a registered representative with Lombard Securities Inc. in Baltimore, MD. Terry Lynn Donlan welker has been in the securities industry since January 17, 2001. Terry Lynn Donlan welker is licensed in the following states: Maryland. Prior to working with Lombard Securities Inc., Terry Lynn Donlan welker was registered with Brown Advisory Securities, LLC and Deutsche Bank Securities Inc. Terry Lynn Donlan welker has passed the following securities exams: Series 63, Series 24, Series 10, Series 9, SIE, and Series 7.

Firm Information

Terry Donlan welker is currently registered with Lombard Securities Inc.. Lombard Securities Inc. is a corporation formed on July 25, 1990, with an approved status. It is registered in all 50 U.S. states and with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

14

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.

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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Terry Donlan welker’s Registration & Firm History

MD

09/04/2018 - Present

Lombard Securities Inc. (BALTIMORE MD)

MD

07/18/2006 - 08/27/2018

BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)

MD

10/20/2003 - 05/31/2006

BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)

NY

01/13/2001 - 08/06/2002

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

MD

09/13/1999 - 01/13/2001

DB ALEX. BROWN LLC (BALTIMORE MD)

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Licenses & Designations

BC

Issued 12/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/04/2024

Series 24 - General Securities Principal Examination

BC

Issued 11/18/1999

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 11/18/1999

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terry Lynn Donlan welker.
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