Marilyn Watkins has been an investment adviser representative at Lombard Advisers since December 2020, and is not listed among the firm’s executive officers or direct owners.
Lombard Advisers Incorporated is a Baltimore, MD firm with $670M under management, 985 clients and 30 advisers across 24 offices, as of its March 2026 filing.
Marilyn Watkins’ longest registration was 8 years at LPL Financial LLC (2012–2020). Before joining Lombard Advisers in 2020, Marilyn Watkins was registered through LPL Financial LLC.
- – present · 5 yearsJennings, LA · Adviser representative · Firm CRD 108231
- LPL Financial LLC– · 8 yearsLafayette, LA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Marilyn Watkins is registered as an investment adviser representative in Louisiana, since December 2020.
- LouisianaSince 17 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 August 2004 |
| Series 7 | General Securities Representative Examination | 4 August 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Marilyn Lejeune Watkins
- CRD
- 4813250
- Firm
- Lombard Advisers · CRD 108231
- Office
- P.O. Box 1275, 115 W. Nezpique, Jennings, LA 70546
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Marilyn Watkins work?
Marilyn Watkins is an investment adviser representative registered through Lombard Advisers Incorporated since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Marilyn Watkins a financial advisor?
Yes. Marilyn Watkins has a current investment-adviser registration in Louisiana, through Lombard Advisers since December 2020.
How many years of experience does Marilyn Watkins have?
Marilyn Watkins has 22 years in the financial industry, since August 2004, across 2 adviser firms.
What exams has Marilyn Watkins passed?
Marilyn Watkins has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2004. FINRA credited Marilyn Watkins with the SIE, which began in October 2018.
Where is Marilyn Watkins based?
Marilyn Watkins’ registered office is in Jennings, LA.
Is Marilyn Watkins registered with FINRA?
Yes. Marilyn Watkins has a current broker registration, under CRD 4813250.
Source: FINRA BrokerCheck
How can I verify Marilyn Watkins’ record?
Search CRD 4813250 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Marilyn Watkins’ full registration record.