Lawrence
Post

Baltimore-Washington Financial Advisors

CRD#4723709
Investment Advisor
in Columbia, MD

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About this Advisor

Lawrence Post is a financial advisor based in Columbia, Maryland, working with Baltimore-Washington Financial Advisors. Lawrence has previously held positions at Baltimore-Washington Financial Advisors and PNC Bank, NA. Lawrence has passed the Series 65 regulatory exam and is registered to provide services in Maryland. Currently, Lawrence is part of Baltimore-Washington Financial Advisors, which operates out of Columbia, Maryland. The firm has 28 employees and manages assets totaling $1.9 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The fee structure at Baltimore-Washington Financial Advisors includes asset-based and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Others

Office Location

5950 Symphony Woods Rd. Suite 600
Columbia, MD 21044

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Baltimore-Washington Financial Advisors Brokerage Details

Total Assets Under Management

$1,941,650,304

MD Average: $6,889,882,315
Total Number of Employees

28

MD Average: 45
Total Number of Accounts

3,822

MD Average: 765
Average Account Size

$508,019

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other

Lawrence Post Work History

2019 - Present (5 years)

Baltimore-Washington Financial Advisors

2005 - 2019 (14 years)

Pnc Bank, Na

Disclosures

Please visit the SEC profile of Lawrence Post to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Baltimore-Washington Financial Advisors

Tyler Cunningham
Columbia, MD
Joseph Depatie
Columbia, MD
Tyler Kluge
Columbia, MD
Townsend Hornor
Columbia, MD
Thad Ismart
Columbia, MD
Max Pflugrad
Columbia, MD
Matthew Smiler
Columbia, MD
Robert Carpenter
Columbia, MD

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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