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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Charles Lapman is a financial advisor registered with THE Colony Group, LLC. Mark has been in the industry since 1994, and has a Series 6 license. Mark is also a Chartered Financial Analyst. Mark has experience in providing financial planning and investment advice to individuals, families, and businesses. Mark's clients include high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. Mark's experience and expertise make him a valuable resource for clients seeking financial advice.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
02/07/2023 - Present
THE Colony Group, LLC (Boston MA)
MA
07/19/1994 - 08/08/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 07/18/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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