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Herbert Lyman Ormond

H. L. ORMOND & COMPANY, LLC·GREENVILLE, North Carolina
Clean recordH. L. ORMOND & COMPANY, LLC
1001 CONFERENCE DRIVE, GREENVILLE, NC 27858CRD# 1526791Firm CRD# 313593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Herbert Lyman Ormond · GREENVILLE, NC
Registration
CRD #1526791 · H. L. ORMOND & COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Herbert Lyman Ormond is a registered financial advisor based in GREENVILLE, North Carolina, affiliated with H. L. ORMOND & COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
H. L. ORMOND & COMPANY, LLC
H. L. ORMOND & COMPANY, LLC
AUM
$317M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at H. L. ORMOND & COMPANY, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1526791
Firm CRD# 313593
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Herbert Lyman Ormond offer?
Herbert Lyman Ormond specializes in Investment Management. Contact their office in GREENVILLE, North Carolina for a consultation.
What are Herbert Lyman Ormond's credentials?
Herbert Lyman Ormond is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Herbert Lyman Ormond located?
Herbert Lyman Ormond is based in GREENVILLE, North Carolina, working with H. L. ORMOND & COMPANY, LLC. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does Herbert Lyman Ormond charge for services?
Herbert Lyman Ormond's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is H. L. ORMOND & COMPANY, LLC?
H. L. ORMOND & COMPANY, LLC has approximately 3 employees and manages $317M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at H. L. ORMOND & COMPANY, LLC

Sharon Rouse Dew
GREENVILLE, NC

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Research
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