Rodney Laurenz, financial advisor Cambridge MA
93 score

Rodney Laurenz

CRD Number: 4568238
Current Firm: Flagship Harbor Advisors, LLC

Rodney Laurenz (CRD# 4568238) is an Investment Advisor Representative working at Flagship Harbor Advisors, LLC in Cambridge, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Cambridge, MA May 2011 - Current 5
Flagship Harbor Advisors, LLC Boston, MA May 2011 - Current 5
Edward Jones Cambridge, MA Jul 2002 - May 2011 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S66 NASAA Uniform Combined State Law Examination Jan 2007
Contact Info for Rodney M. Laurenz
Phone Number: (857) 350-4229
Firm Website: http://www.fentonfg.com
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    847
    MILLIONS
  • Total Number of Accounts
    6,774
    ACCOUNTS
  • Average Account Value
    $125,107
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, NC, NH, NJ, NY, OH, PA, RI, TN, TX, VA, VT, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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