Radford, VA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Lombard Advisers Incorporated
Multi-team
Firm-wide stats for Lombard Advisers Incorporated
About
Lombard Advisers provides personalized investment management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses through a team of investment adviser representatives and sponsored platform programs. Services include portfolio management for individuals, retirement plan consulting, held‑away asset management, and access to a variety of wrap and separately managed account programs offered via its clearing relationships.
The firm offers both client‑directed (non‑discretionary) and discretionary solutions, including IAR‑directed discretionary accounts, a held‑away discretionary option using a third‑party order management system, and WFCS® wrap program options; it employs methods such as fundamental, technical, charting and cyclical analysis to construct portfolios. Accounts are reviewed at least annually (with additional reviews for material changes), and advisory relationships are executed through platform custodial arrangements and negotiated agreements with the servicing IAR.
As of 12/31/2025 Lombard Advisers reported approximately $670 million in assets under management, with the larger portion managed on a non‑discretionary basis—an operational mix that is uncommon among multi‑team firms. The firm is a wholly owned subsidiary of its affiliated broker‑dealer and routinely implements advisory services through affiliated clearing relationships and third‑party manager platforms, and it does not emphasize standalone comprehensive financial planning as a primary service.
Based on Lombard Advisers Incorporated
Location
106 Wadsworth Street, Suite A
Radford VA 24141
Advisors at this office
3
Advisors at this office
Gary C
Series 63, Series 65
Radford, VA
Lombard Advisers Incorporated
Gary Collier is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has worked at Lombard Securities since 2007 and at A G Edwards & Sons since 1999. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary programs, using a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.
Joseph S
Series 66
Radford, VA
Lombard Advisers Incorporated
Joseph Sutphin is a financial advisor at Lombard Advisers Incorporated with four years of industry experience. He holds a Series 66 designation and has worked at Lombard Securities Incorporated since 2022. His prior experience includes roles at Gary Collier & Associates and the National Bank of Blacksburg. Lombard Advisers provides personalized investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses through a multi-team structure. The firm offers both discretionary and non-discretionary portfolio management using various analytical methods, with approximately $670 million in assets under management as of the end of 2025.
Don P
Series 63, Series 65
Radford, VA
Lombard Advisers Incorporated
Don Price Jr. is a financial advisor with Lombard Advisers Incorporated, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lombard Securities Incorporated since 2009 and has previous experience at Wachovia Securities, LLC and A.G. Edwards & Sons, Inc. In addition to his advisory role, he is involved in outside insurance sales and works part-time for UPS. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, using fundamental, technical, charting, and cyclical analysis, with a notable portion of assets managed on a non-discretionary basis allowing clients to retain final trading authority.
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