Lawrence M. Post

Employer firm

Baltimore-Washington Financial Advisors CRD 159388

$2.99B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars
• TAX PREPARATION AND TAX PLANNING, BUSINESS SUCCESSION PLANNING, EMPLOYER-SPONSORED RETIREMENT PLAN SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2019 → Present
  Baltimore-Washington Financial Advisors
  Columbia, MD
• 11/2005 → 11/2019
  Pnc Bank, Na
  Cincinnati, OH

Previous Registrations

• 2005-06-20 → 2006-11-16
  Lexington Wealth Management, Inc.
  Lexington, MA
• 2004-10-26 → 2005-11-22
  Lexington/Bridgewater Wealth Management, Llc
  Lexington, MA
• 2000-07-19 → 2004-12-31
  Lexington Advisors
  Lexington, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-11

Designations

• Certified Financial Planner