Lawrence
Post
Baltimore-Washington Financial Advisors
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About this Advisor
Lawrence Post is a certified financial planner operating in Columbia, Maryland who has 4 years of relevant experience. Post is an advisor for Baltimore-Washington Financial Advisors. Their career trajectory has included roles at Baltimore-Washington Financial Advisors and Pnc Bank, Na. Post maintains a Series 65 license, designating them as an investment advisor representative, and can serve investors in Maryland. Baltimore-Washington Financial Advisors is a registered investment company operating out of Columbia, MD. It has $1 billion in total assets between its 3,616 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to two charities and foundations. Of its 3,616 client accounts, just 12% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by Baltimore-Washington Financial Advisors can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Baltimore-Washington Financial Advisors Brokerage Details
$1,442,581,488
22
3,616
$398,944
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other
Lawrence Post Work History
Lawrence has been registered as a financial advisor for 4 years.*
Baltimore-Washington Financial Advisors
Pnc Bank, Na
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
Columbia, MD
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
