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Charles Robert Lawson

HERITAGE FINANCIAL NETWORK, INC.·CONCORD, Massachusetts
Clean recordHERITAGE FINANCIAL NETWORK, INC.
97 LOWELL ROAD, CONCORD, MA 01742CRD# 4722080Firm CRD# 128532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Robert Lawson · CONCORD, MA
Registration
CRD #4722080 · HERITAGE FINANCIAL NETWORK, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Robert Lawson is a registered financial advisor based in CONCORD, Massachusetts, affiliated with HERITAGE FINANCIAL NETWORK, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HERITAGE FINANCIAL NETWORK, INC.
HERITAGE FINANCIAL NETWORK, INC.
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HERITAGE FINANCIAL NETWORK, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4722080
Firm CRD# 128532
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Robert Lawson offer?
Charles Robert Lawson specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are Charles Robert Lawson's credentials?
Charles Robert Lawson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Robert Lawson located?
Charles Robert Lawson is based in CONCORD, Massachusetts, working with HERITAGE FINANCIAL NETWORK, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.
How does Charles Robert Lawson charge for services?
Charles Robert Lawson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HERITAGE FINANCIAL NETWORK, INC.?
HERITAGE FINANCIAL NETWORK, INC. has approximately 1 employees and manages $55M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HERITAGE FINANCIAL NETWORK, INC.

James Donald Lawson
CONCORD, MA

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Research
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