Heritage Financial Network, Inc.

Heritage Financial Network, Inc. (CRD# 128532) is a financial advisory firm headquartered in Concord, MA. They manage $75,000,000 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
97 Lowell Road, Concord, MA 01742
https://www.heritagefinancialnetworks.com
By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $1,013,514
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Heritage Financial Network, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Charles Lawson, financial advisor Concord MA
Charles R. Lawson
CRD#: 4722080
97 Lowell Road, Concord, MA 01742

Charles Lawson (CRD# 4722080) is an Investment Advisor Representative working at Heritage Financial Network, Inc. in Concord, MA and has 1 year of experience in the finance industry.

2
James Lawson, financial advisor Concord MA
James D. Lawson
CRD#: 4722084
97 Lowell Road, Concord, MA 01742

James Lawson (CRD# 4722084) is an Investment Advisor Representative working at Heritage Financial Network, Inc. in Concord, MA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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