John
Lawson

Founders Financial Alliance, LLC

CRD#2087174
Investment Advisor
in Pinehurst, NC

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About this Advisor

John Lawson is a financial advisor operating in Pinehurst, North Carolina with a total of 5 years of industry experience. Lawson is an advisor for Founders Financial Alliance, LLC. Over the course of their career, Lawson has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Founders Financial Alliance, LLC. Lawson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina. Founders Financial Alliance, LLC is a financial advisory business headquartered in Raleigh, NC. The firm has offices in 13 locations and a total of 28 financial advisors. It has $617 million in assets between its 2,661 customer accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm serves 11 charitable organizations. Of its 2,661 accounts, 34% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides 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 and other services. Financial management fee schedules depend on the services. However, fee types charged by Founders Financial Alliance, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

5 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

125-B Applecross Rd.
Pinehurst, NC 28374

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Founders Financial Alliance, LLC Brokerage Details

Total Assets Under Management

$617,123,862

NC Average: $3,625,019,099
Total Number of Employees

28

NC Average: 22
Total Number of Accounts

2,661

NC Average: 1,917
Average Account Size

$231,914

NC Average: $1,890,985

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
  • Other

John Lawson Work History

John has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Founders Financial Alliance, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

*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 John 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 Founders Financial Alliance, LLC

Gregory Mitro
St. Petersburg, FL
James Sloop
Raleigh, NC
Brian T Nelan
Cary, NC
Ethan Porter
Raleigh, NC
Dustin Defranco
Raleigh, NC
Brad Pinter
Raleigh, NC
Ronald Perry
Blowing Rock, NC
Nicholas Livecchi
Raleigh, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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