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AK

Andrew D. Key

LOMBARD SECURITIES
Big Island, VA
Some features on this profile are disabled
CRD#: 1156179
AK

Professional summary


Andrew Douglas Key, who also goes by Andy Key, is a registered financial professional currently at LOMBARD SECURITIES INCORPORATED located in Big Island, Virginia.

Andrew is registered as a RR (Registered Representative) and started their career in finance in 1983. Andrew has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Key

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Andrew Douglas Key's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 16, 2020 - Present

LOMBARD SECURITIES INCORPORATED

BD
CRD#: 27954
Big Island, VA
Past

February 6, 2013 - January 16, 2020

CHAPIN, DAVIS

BD
CRD#: 28116
BEDFORD, VA
Past

December 7, 2012 - February 7, 2013

SECURITIES AMERICA, INC.

BD
CRD#: 10205
BEDFORD, VA
Past

May 16, 2003 - December 7, 2012

INVESTORS SECURITY COMPANY, INC.

BD
CRD#: 2331
BEDFORD, VA
Past

March 20, 1992 - May 20, 2003

CAPITOL SECURITIES MANAGEMENT, INC.

BD
CRD#: 14169
GLEN ALLEN, VA
Past

July 5, 1983 - April 16, 1992

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(1/5/2021)
RR
North Carolina
(1/16/2020)
RR
South Carolina
(1/16/2020)
RR
Virginia
(1/16/2020)

Exams


State Security Law Exam
RR
Series 63
Date: 7/22/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


LS
LOMBARD SECURITIES INCORPORATED
LOMBARD SECURITIES INCORPORATED

CRD#: 27954 / SEC#: , 8-43340

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
1820 Lancaster Street Second Floor, Baltimore, MD 21231
Mailing Address
1820 Lancaster Street, Baltimore, MD 21231
Phone number
(410) 342-1300
Established
Maryland since 07/25/1990
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
REYNOLDS, EDWIN MAJOR JRDIRECTOR, SHAREHOLDER, FIRM PRINCIPAL374634
SOCHA, WILLIAM STEPHENCHIEF OPERATING OFFICER, OPERATIONS MANAGER, CROP, FINOP, DIRECTOR, SHAREHOLDER712323
FOX, CHARLES CURTISCO-CEO, DIRECTOR, AND SHAREHOLDER1201770
JONES, RUTH PORTERDIRECTOR AND SHAREHOLDER842232
PETER, EMIL IIISHAREHOLDER
SLAGLE, BRIAN LEEDIRECTOR AND SHAREHOLDER2895570
DONLAN WELKER, TERRY LYNNCHIEF COMPLIANCE OFFICER2825889
OATES, DONALD EUGENEDIRECTOR AND SHAREHOLDER1180250
SONNIER, EDWARD DAVID IIDIRECTOR AND SHAREHOLDER2479370

Disclosures


Regulatory Event4
Arbitration2
Bond4

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


LOMBARD SECURITIES INCORPORATED

CRD#: 27954Big Island, VA

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