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Colin C Lake

Clarendon Insurance Agency, Inc.

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About Colin C Lake

Colin Lake is a financial professional with over 20 years of experience in the industry. Colin is currently registered with Clarendon Insurance Agency, Inc. in Waltham, MA. Colin has held previous roles with firms such as CV Brokerage, Inc, RS Funds Distributor LLC, Guardian Investor Services LLC, and Planco Financial Services, LLC. Colin holds the Series 6, 7, 26, and 63 licenses. Colin has a wide range of experience in the financial services industry and is committed to providing clients with personalized advice and guidance.

Firm Information

Colin Lake is currently registered with Clarendon Insurance Agency, Inc.. Clarendon Insurance Agency, Inc. is a Corporation formed in 1968-03-04. They are registered to operate in 50 states and have 1 approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

96

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.

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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Colin Lake’s Registration & Firm History

MA

10/17/2023 - Present

Clarendon Insurance Agency, Inc. (WALTHAM MA)

NJ

04/03/2017 - 11/01/2018

CV BROKERAGE, INC (WILLIAMSTOWN NJ)

MA

06/02/2014 - 07/29/2016

RS FUNDS DISTRIBUTOR LLC (Marlborough MA)

PA

12/16/2008 - 06/02/2014

GUARDIAN INVESTOR SERVICES LLC (VILLANOVA PA)

CT

04/01/1996 - 12/02/2008

PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)

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Licenses & Designations

BC

Issued 10/13/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2016

Series 7 - General Securities Representative Examination

BC

Issued 03/29/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colin C Lake.
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