Heritage Financial Network, Inc.

Heritage Financial Network, Inc. (CRD# 128532) is a financial advisory firm headquartered in Concord, MA. They manage $61,857,641 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $763,675
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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 R. Lawson
CRD#: 4722080
97 Lowell Road, Concord, MA 01742
90
Wealthminder
score

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. Charles Lawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
James D. Lawson
CRD#: 4722084
97 Lowell Road, Concord, MA 01742
87
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.