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Financial ADVSR advisor directory · SEC adviser records

Lumbard & Kellner, LLC financial advisors in Hollis, NH

Every SEC-registered investment adviser representative at a Lumbard & Kellner, LLC office in Hollis, A to Z.

The short answer

3 registered advisors work at Lumbard & Kellner, LLC in Hollis, out of 3 at the firm nationwide; it ranks number 2 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lumbard & Kellner, LLC advisors in Hollis, A to Z

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Other firms in Hollis

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Strategic Advisers LLC 6

Questions

How many financial advisors does Lumbard & Kellner, LLC have in Hollis?

3 investment adviser representatives are registered at Lumbard & Kellner, LLC offices in Hollis, New Hampshire, according to the SEC's Investment Adviser Public Disclosure records, out of 3 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Lumbard & Kellner, LLC one of the largest advisor employers in Hollis?

Lumbard & Kellner, LLC ranks number 2 in Hollis by registered advisors; Strategic Advisers LLC has the most, with 6.

How do I check a Lumbard & Kellner, LLC advisor in Hollis?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lumbard & Kellner, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.