Advisor at BostonNorth Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BostonNorth Financial Services, Inc.
Location
Andover, MA
Credentials
Series 63, Series 65
Industry experience
42 years
Laurence Lamagna is a financial advisor with Commonwealth Financial Network based in Andover, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Boston North Financial Services Inc. and Commonwealth Equity Services, Inc. since 1999. Outside of his advisory role, he is involved in fixed insurance sales and serves as president of Boston North Financial Services, Inc. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from diverse securities and insurance products.
May negotiate a fixed fee for financial planning services.
Additional commissions and/or fees are earned if clients implement financial plans through the firm via Commonwealth Equity Services, Inc.
Typically $250 per hour for financial planning services; fees are negotiable.
Fee-only: Financial planning services generally at $250 per hour, fees negotiable; may also negotiate a fixed fee.
Andover, MA
Massachusetts
Boston North Financial Services Inc.
1999 - Present (27 years)
Commonwealth Equity Services, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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