Laurence Financial Planning LLC

Laurence Financial Planning LLC (CRD# 150401) is a financial advisory firm headquartered in , . They manage $72,593,648 in 146 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    146
    ACCOUNTS
  • Average Account Value
    $497,217
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MA, NH

Financial Advisors at Laurence Financial Planning LLC
Showing 1 - 1 of 1 top financial advisors.
1
Laurence Cohen, financial advisor Danvers MA
Laurence J. Cohen
CRD#: 5666946
Danvers, MA

Laurence Cohen (CRD# 5666946) is an Investment Advisor Representative working at Laurence Financial Planning LLC in Danvers, MA and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals