Larry Bormel, financial advisor Laurel MD
93 score

Larry Bormel

CRD Number: 3164477
Current Firm: Planning Solutions Group, LLC

Larry Bormel (CRD# 3164477) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Laurel, MD and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Planning Solutions Group, LLC Fulton, MD Dec 2010 - Current 7
Triad Advisors Inc. Norcross, GA Nov 2010 - Current 7
Bormel, Grice & Huyett, P.a. Laurel, MD Nov 1978 - Current 39
Lincoln Financial Advisors Corporation Laurel, MD Oct 1998 - Nov 2010 12
Lincoln National Life Laurel, MD Oct 1998 - Nov 2010 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2001
S66 NASAA Uniform Combined State Law Examination Jan 1999
Contact Info for Larry P. Bormel
Phone Number: 301-543-6000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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