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Charles Lavrentios
from Harbor Point Capital Management, LLC
Charles Lavrentios is a financial advisor based in Massachusetts, Burlington,
with 23 years of experience. Charles currently works for
Harbor Point Capital Management, LLC.
Charles maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Lavrentios works at Harbor Point Capital Management, LLC
Harbor Point Capital Management, LLC is a financial advisory firm based in Burlington, Massachusetts. It currently has approximately $12,551,921 of assets under management and employs about 2 people. Harbor Point Capital Management, LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
6 years
Fee structure
and a percentage of assets under your management
Office location
101 Cambridge Street, Ste 355, Burlington, Massachusetts, 1803
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