Peter Graham Wilkinson
Investment adviser representative at Lombard Advisers Incorporated
28 yearsExperience
2 statesRegistered in
$669.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
28 years in the industry.
- Lombard Advisers IncorporatedFeb 2023 to now
- Mass MutualOct 1998 to now
- Self EmployedDec 2021 to Feb 2023
- MML Investors Services, Inc.Feb 2002 to Dec 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (MD, PA).
Lombard Advisers Incorporated
$669.8MAssets managed
985Clients
33Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4504077
- Firm CRD
- 108231