Marilyn Lejeune Watkins
Investment adviser representative at Lombard Advisers Incorporated
18 yearsExperience
1 stateRegistered in
$669.8MFirm assets
7 yearsFirm in business
Are you Marilyn Lejeune Watkins? Claim your profile
Contact this firm
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
18 years in the industry.
- Lombard Advisers IncorporatedDec 2020 to now
- Lombard Securities IncorporatedDec 2020 to now
- LPL Financial LLCDec 2008 to Dec 2020
- ST. Martin's Bank & TrustDec 2008 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (LA).
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
- 4813250
- Firm CRD
- 108231