Shawn
Lawson
Executive Wealth Management, LLC
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About this Advisor
Shawn Lawson is a financial advisor operating out of Highlands Ranch, Colorado with 4 years of industry experience. Lawson works at Executive Wealth Management, LLC. The advisor has gained experience at Private Client Services, Charles Schwab, Syntes Language, Sales Bq, Student and Executive Wealth Management. Lawson has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in Colorado, Michigan and Texas. Executive Wealth Management, LLC is a financial advisory company that has its headquarters in Brighton, MI. The firm has offices in 10 locations and a total of 31 financial advisors. It administers $1 billion in assets across its 7,269 client accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 7,269 customer accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. Executive Wealth Management, LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors usually are based on which service is offered. However, fee types charged by Executive Wealth Management, LLC likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Executive Wealth Management, LLC Brokerage Details
$1,177,510,126
31
7,269
$161,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Shawn Lawson Work History
Shawn has been registered as a financial advisor for 4 years.*
Executive Wealth Management
Student
Private Client Services
Sales Bq
Syntes Language
Charles Schwab
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Shawn Lawson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Executive Wealth Management, LLC
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Brighton, MI
Venice, FL
Brighton, MI
Brighton, MI
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