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Paul David Lamari

WMS PARTNERS, LLC·TOWSON, Maryland
Unclaimed Profile
1 W. PENNSYLVANIA AVENUE, TOWSON, MD 21204CRD# 7245216Firm CRD# 109971
01

About

Paul David Lamari is a registered financial advisor based in TOWSON, Maryland, affiliated with WMS PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
WMS PARTNERS, LLC
WMS PARTNERS, LLC
AUM
$5.7B
Regulatory assets under management
Employees
79
Total firm employees
View all advisors at WMS PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7245216
Firm CRD# 109971
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul David Lamari offer?
Paul David Lamari specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in TOWSON, Maryland for a consultation.
What are Paul David Lamari's credentials?
Paul David Lamari is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul David Lamari located?
Paul David Lamari is based in TOWSON, Maryland, working with WMS PARTNERS, LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Paul David Lamari charge for services?
Paul David Lamari's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WMS PARTNERS, LLC?
WMS PARTNERS, LLC has approximately 79 employees and manages $5.7B 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
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