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Harold Edward Briggs

BRIGGS ADVISORY GROUP, INC.·LINCOLN, Rhode Island
Unclaimed Profile
24 ALBION ROAD, LINCOLN, RI 02865CRD# 4404074Firm CRD# 291947
01

About

Harold Edward Briggs is a registered financial advisor based in LINCOLN, Rhode Island, affiliated with BRIGGS ADVISORY GROUP, INC.. 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
03

Firm Overview

Firm
BRIGGS ADVISORY GROUP, INC.
BRIGGS ADVISORY GROUP, INC.
AUM
$421M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BRIGGS ADVISORY GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4404074
Firm CRD# 291947
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Harold Edward Briggs offer?
Harold Edward Briggs specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LINCOLN, Rhode Island for a consultation.
What are Harold Edward Briggs's credentials?
Harold Edward Briggs is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Harold Edward Briggs located?
Harold Edward Briggs is based in LINCOLN, Rhode Island, working with BRIGGS ADVISORY GROUP, INC.. Their office serves clients in the LINCOLN metropolitan area and surrounding communities.
How does Harold Edward Briggs charge for services?
Harold Edward Briggs'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 BRIGGS ADVISORY GROUP, INC.?
BRIGGS ADVISORY GROUP, INC. has approximately 8 employees and manages $421M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LINCOLN
Donald Joseph Sowa — SOWA FINANCIAL GROUP INCChristopher J Ricci — BRIGGS ADVISORY GROUP, INC.Donna Grace Sowa Allard — SOWA FINANCIAL GROUP INCDaniel Joseph Sowa — SOWA FINANCIAL GROUP INC
Nearby cities in Rhode Island
PROVIDENCE (133)SMITHFIELD (23)WESTERLY (17)NEWPORT (12)WARWICK (11)
City Guides
PROVIDENCE GuideSMITHFIELD GuideWESTERLY GuideNEWPORT GuideWARWICK Guide
Research
Advisor Fees in Rhode IslandNational Fee Analysis
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