Joseph Carl Sonnier
Investment adviser representative at Lombard Advisers Incorporated
11 yearsExperience
1 stateRegistered in
CFADesignation
$669.8MFirm assets
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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
11 years in the industry.
- Lombard Advisers IncorporatedMay 2025 to now
- Lombard Securities IncoporatedFeb 2025 to now
- Pimco FundsJul 2022 to Jan 2025
- Tulane UniversitySep 2021 to Jun 2022
- Sonnier FinancialMar 2020 to Aug 2021
- Drago'sJul 2018 to Jan 2019
- University of LafayetteJan 2018 to Aug 2021
- Notre Dame High SchoolJan 2015 to Jan 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
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
- 8078685
- Firm CRD
- 108231