Laurence Financial Planning LLC
Laurence Financial Planning LLC (CRD# 150401) is a financial advisory firm headquartered in , . They manage $43,192,044 in 211 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management43MILLION
Total Number of Accounts211ACCOUNTS
Average Account Value$204,702
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MA, NH
Laurence Cohen (CRD# 5666946) is an Investment Advisor Representative working at Laurence Financial Planning LLC in Danvers, MA and has over 8 years of experience in the finance industry. Laurence Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.