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.
CRD# 4429381
Lpl Financial LLC
CRD# 4184314
Kestra Advisory Services, LLC
CRD# 5476832
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ropes & Gray | Boston, MA | Nov 1981 - Current | 42 |
- MA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts74ACCOUNTS
-
Average Account Value$1,013,514
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA
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