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HERITAGE FINANCIAL NETWORK, INC.
HERITAGE FINANCIAL NETWORK, INC.
CONCORD, Massachusetts
·
2 registered advisors
·
CRD# 128532
SEC# 801-70522
978-371-2954
01
Firm Overview
AUM
$55M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at HERITAGE FINANCIAL NETWORK, INC.
2 registered advisors
Charles Robert Lawson
CONCORD, Massachusetts
CRD# 4722080
James Donald Lawson
CONCORD, Massachusetts
CRD# 4722084
05
Office Locations
CONCORD, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. HERITAGE FINANCIAL NETWORK, INC. (CRD# 128532) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.