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Christopher Michael Lagan

Congress Asset Management Company, LLP

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About Christopher Michael Lagan

Christopher Lagan is a financial advisor at Congress Asset Management Company, LLP. Christopher is a Chartered Financial Analyst. Christopher has been a financial advisor since 1993 and holds the Series 65 and Series 2 licenses. Christopher specializes in providing investment advisory services to insurance companies, investment companies, charitable organizations, high-net-worth individuals, pooled investment vehicles, pension and profit-sharing plans, corporations, and individuals. Christopher has 13 current registrations. The advisor's specializations include: investment strategies, asset allocation, retirement planning, portfolio management, estate planning, and college planning.

Firm Information

Christopher Lagan is currently registered with Congress Asset Management Company, LLP. Congress Asset Management Company, LLP is a Boston, MA-based investment advisor with approximately $12,146,933,847 in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, investment companies, pooled investment vehicles, and other clients. They also offer educational seminars and selection of other advisers.
Congress Asset Management Company, LLP

2 SEAPORT LANE

BOSTON, MA 02210-2001

$12.15B

Assets Under Management

26

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Lagan’s Registration & Firm History

MA

09/26/2011 - Present

Congress Asset Management Company, LLP (BOSTON MA)

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Licenses & Designations

IA

Issued 05/20/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/13/1995

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Michael Lagan.
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