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James Donald Lawson

HERITAGE FINANCIAL NETWORK, INC.·CONCORD, Massachusetts
Clean record32 years registeredHERITAGE FINANCIAL NETWORK, INC.
97 LOWELL ROAD, CONCORD, MA 01742CRD# 4722084Firm CRD# 128532

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Donald Lawson · CONCORD, MA
Registration
CRD #4722084 · HERITAGE FINANCIAL NETWORK, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

HERITAGE FINANCIAL NETWORK, INC.
Apr 1994 – present
02

Registrations & Exams

Registration record
First registered · April 14, 1994
Years registered · 32
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HERITAGE FINANCIAL NETWORK, INC.
CRD 128532 · SEC 801-70522
AUM
$55M
Regulatory assets under management
Employees
1
177 client accounts
Services offered by HERITAGE FINANCIAL NETWORK, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at HERITAGE FINANCIAL NETWORK, INC. →
Introduction

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05

Frequently Asked Questions

What services does James Donald Lawson offer?
James Donald Lawson specializes in Financial Planning, Investment Management. Contact their office in CONCORD, Massachusetts for a consultation.
What are James Donald Lawson's credentials?
James Donald Lawson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Donald Lawson located?
James Donald 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 James Donald Lawson charge for services?
James Donald 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.

Charles Robert Lawson
CONCORD, MA

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