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Featured Business Financial Advisor in Annapolis, MD
Annapolis Financial Advisors
Premier Planning Group
115 West St., Suite 400
Annapolis, MD 21401
(443) 837-2541
“Wealth Planning - Wealth Accumulation - Wealth Preservation”
Advisor Profile
Brion  Harris
Name:  Brion Harris
Phone Number:  (443) 837-2541
Website:  Visit Website

About Premier Planning Group

Welcome to Premier Planning Group

In this constantly shifting economy, customers and institutional
investors are increasingly in need of custom-tailored financial
plans to help them meet their specific goals and requirements.
Our firm is committed to developing solutions that are on target
with your needs by mitigating risk and implementing strategies
to reduce your personal financial exposure, and to implement
them competently, responsibly and with confidence. It is our
policy to provide independent and sound investment advice
whatever your financial situation.‚Äč -We Guide, You Decide.
 

General Information

CRD#:    3199095
Firm CRD#:    34643
States Licensed in:    AL, CA, CT, DC, FL, GA, LA, MD, MO, NJ, NY, NC,
OH, SC, TX, VA, WV, WI, WY
States Willing to do Business in:    Annapolis,Arnold,Baltimore,Bowie,Columbia,Crofton,Crownsville,Davidsonville,Edgewater,Fort George G Meade,Gibson Island,Glen Burnie,Glenn Dale,Millersville,Pasadena,Riva,Severn,Severna Park,Sherwood,Silver Spring,Washington
I work with the following types of clients:    Individual Investors, Businesses
 

Services

Investment Types:    Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Stocks, Commodities, Options & Futures, FOREX & Currency, Mutual Funds, Insurance, Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via phone, At my office, At your home, Via email, At your office
 

Qualifications & Memberships

Securities Licenses:    Series 6, Series 65, Series 63, Series 7
Insurance and Annuity Licenses:    Annuity, Disability, Variable Life, Long Term Care, Variable Annuity, Life
Financial Organization Memberships:    Million Dollar Roundtable, Paladin Registry
 

Compensation & Fees

Minimum Portfolio Size for New Managed Accounts:    $25000
 
 
 
Prepared By: Brion Harris

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