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Lawrence M. Post

Baltimore-Washington Financial Advisors

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About Lawrence M. Post

Lawrence M. Post is an Investment Advisor Representative at Baltimore-Washington Financial Advisors. Lawrence has been in the industry since November 2005. Lawrence is a Certified Financial Planner and holds the Series 65 license. Lawrence's office is located in Columbia, Maryland and Lawrence specializes in Retirement Planning, Estate Planning and Financial Planning.

Firm Information

Lawrence Post is currently registered with Baltimore-Washington Financial Advisors. Baltimore-Washington Financial Advisors is an investment advisor based in Columbia, MD, with over $1.9 billion in assets under management. The firm provides financial planning, portfolio management for individuals, and other services, including tax preparation and planning, business succession planning, and employer-sponsored retirement plan services. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Baltimore-Washington Financial Advisors

5950 SYMPHONY WOODS RD.

COLUMBIA, MD 21044

$1.94B

Assets Under Management

Not reported

Total Clients

13

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat project fees for retirement & estate planning

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Lawrence Post’s Registration & Firm History

MD

12/18/2019 - Present

Baltimore-Washington Financial Advisors (COLUMBIA MD)

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Licenses & Designations

IA

Issued 11/11/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lawrence M. Post.
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