Welcome Investors

When we started Lombard over 30 years ago, we knew that adopting an independent broker/advisor model would individualize each person’s experience. We offer a wide variety of mutual funds, insurance, and advisory services along with traditional securities brokerage to support your changing needs.

Our success is based on a geographically dispersed organization and collaborative efforts from our executive team, support staff, and our affiliation with First Clearing, a much larger firm that custodies our client’s assets and executes trades. Your benefit is a representative who has the expertise necessary to develop and execute a successful investment strategy.

With Lombard Securities, you will see the difference through your investment professional and their service!

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William “Bill” Socha
Co-CEO and CFO

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Charles “Curt” Fox
Co-CEO and President

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Edwin “Ted” Reynolds, Jr.
Board Chairman and Founder

Welcome Investors

For Investors – Sidebar

When we started Lombard over 30 years ago, we knew that adopting an independent broker/advisor model would individualize each person’s experience. We offer a wide variety of mutual funds, insurance, and advisory services along with traditional securities brokerage to support your changing needs.