Unclaimed Profile

Lawrence Jay Briskin

PLANNING SOLUTIONS GROUP, LLC·FULTON, Maryland

SIE, Series 6, Series 7, Series 22, Series 62, Series 63, Series 65CFPClean record25 years registeredPLANNING SOLUTIONS GROUP, LLC

8161 MAPLE LAWN BLVD, FULTON, MD 20759CRD# 1738085Firm CRD# 154118

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Jay Briskin · FULTON, MD

Registration

CRD #1738085 · PLANNING SOLUTIONS GROUP, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLANNING SOLUTIONS GROUP, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

May 2014 – Dec 2023

BETHESDA, MD

PLANNING SOLUTIONS GROUP, LLC

Nov 2010 – May 2014

FULTON, MD

LINCOLN FINANCIAL ADVISORS CORPORATION

Sep 2000 – Nov 2010

MAPLE LAWN, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 62

Series 63

Series 65

Registration record

First registered · September 29, 2000

Years registered · 25

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PLANNING SOLUTIONS GROUP, LLC

CRD 154118 · SEC 801-71722

AUM

$1.0B

Regulatory assets under management

Employees

2,029 client accounts

Services offered by PLANNING SOLUTIONS GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at PLANNING SOLUTIONS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Lawrence Jay Briskin offer?

Lawrence Jay Briskin specializes in Financial Planning, Investment Management, Wealth Management.

What are Lawrence Jay Briskin's credentials?

Lawrence Jay Briskin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lawrence Jay Briskin located?

Lawrence Jay Briskin is based in FULTON, Maryland, last registered with PLANNING SOLUTIONS GROUP, LLC.

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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