Unclaimed Profile

B. Blaine Lourd

LOURD CAPITAL, LLC·BEVERLY HILLS, California

Series 3, Series 7, Series 63, Series 65Clean record29 years registeredLOURD CAPITAL, LLC

9777 WILSHIRE BLVD., BEVERLY HILLS, CA 90212CRD# 1425175Firm CRD# 140305

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

B. Blaine Lourd · BEVERLY HILLS, CA

Registration

CRD #1425175 · LOURD CAPITAL, LLC · 29 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jul 2019 – present

LOURDMURRAY

Jun 2006 – Aug 2019

BEVERLY HILLS, CA

A. G. EDWARDS & SONS, INC.

Sep 2003 – Jun 2006

BEVERLY HILLS, CA

FAHNESTOCK ASSET MANAGEMENT

Jan 2003 – Oct 2003

LOS ANGELES, CA

CIBC WORLD MARKETS CORP.

Jul 1997 – Jan 2003

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LOURD CAPITAL, LLC

CRD 140305 · SEC 801-66803

AUM

$3.6B

Regulatory assets under management

Employees

1,737 client accounts

Services offered by LOURD CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LOURD CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does B. Blaine Lourd offer?

B. Blaine Lourd specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.

What are B. Blaine Lourd's credentials?

B. Blaine Lourd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is B. Blaine Lourd located?

B. Blaine Lourd is based in BEVERLY HILLS, California, working with LOURD CAPITAL, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.

How does B. Blaine Lourd charge for services?

B. Blaine Lourd's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LOURD CAPITAL, LLC?

LOURD CAPITAL, LLC has approximately 23 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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