Lauren Carlson, financial advisor Boston MA

Lauren Carlson

CRD Number: 6715510
Current Firm: John Hancock Personal Financial Services, LLC

Lauren Carlson (CRD# 6715510) is an Investment Advisor Representative working at John Hancock Personal Financial Services, LLC in Boston, MA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
John Hancock Boston, MA Aug 2021 - Current 2
John Hancock Distributors LLC Boston, MA Aug 2021 - Current 2
John Hancock Funds, Inc. Boston, MA Jul 2018 - Aug 2021 3
John Hancock Boston, MA Jul 2018 - Aug 2021 3
John Hancock Boston, MA Oct 2016 - Jul 2018 1
John Hancock Distributors LLC Boston, MA Oct 2016 - Jul 2018 1
Unemployment Boston, MA May 2016 - Oct 2016 < 1
Elon University Elon, NC Sep 2013 - May 2016 2
Tj Maxx Norwell, MA Jun 2010 - May 2016 5
Mortgage Corp Of The East Rockland, MA Jun 2015 - Aug 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination Nov 2018
Contact Info for Lauren M. Carlson
Phone Number: 617-572-0109
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    1,820
    MILLIONS
  • Total Number of Accounts
    26,018
    ACCOUNTS
  • Average Account Value
    $69,959
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
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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