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Lawrence Jay Briskin

PLANNING SOLUTIONS GROUP, LLC·FULTON, Maryland
Unclaimed Profile
8161 MAPLE LAWN BLVD, FULTON, MD 20759CRD# 1738085Firm CRD# 154118
01

About

Lawrence Jay Briskin is a registered financial advisor based in FULTON, Maryland, affiliated with PLANNING SOLUTIONS GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PLANNING SOLUTIONS GROUP, LLC
PLANNING SOLUTIONS GROUP, LLC
AUM
$1.0B
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at PLANNING SOLUTIONS GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1738085
Firm CRD# 154118
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lawrence Jay Briskin offer?
Lawrence Jay Briskin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FULTON, Maryland for a consultation.
What are Lawrence Jay Briskin's credentials?
Lawrence Jay Briskin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lawrence Jay Briskin located?
Lawrence Jay Briskin is based in FULTON, Maryland, working with PLANNING SOLUTIONS GROUP, LLC. Their office serves clients in the FULTON metropolitan area and surrounding communities.
How does Lawrence Jay Briskin charge for services?
Lawrence Jay Briskin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLANNING SOLUTIONS GROUP, LLC?
PLANNING SOLUTIONS GROUP, LLC has approximately 32 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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