Harold E. Briggs, Jr. CFP<sup>&reg;</sup> - Financial Advisor

Harold E. Briggs, Jr. CFP®

CPA/PFS

Wealth Advisor

Buckingham Strategic Wealth

24 Albion Road, Suite 440
Lincoln, RI 02865
FINANCIAL ADVISOR'S WEBSITE
(401) 334-3400

General

Harold Briggs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Buckingham Strategic Wealth in Lincoln, RI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Business Taxes, Estate Planning, Investment Management, Insurance, Retirement, Succession Planning, Sudden Wealth, Personal Taxes

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