Trevor
Lawson

Royal Alliance Associates, Inc

CRD#6235712
Investment Advisor
in Raleigh, NC
Are you Trevor Lawson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Trevor Lawson is a certified financial planner whose office is in Raleigh, North Carolina. Currently a registered financial advisor with Royal Alliance Associates, Inc, they have accumulated 15 years of work experience as a financial advisor. Lawson holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Lawson is able to serve clients based out of North Carolina. Over the course of their career, they have held roles at Student, Jhfn Sii, Tribridge Residential, City Of Winston-Salem and Royal Alliance Associates, Inc. Royal Alliance Associates, Inc is headquartered in Raleigh, North Carolina, and operates out of 459 other brick-and-mortar locations in the nation. In aggregate, Royal Alliance Associates, Inc oversees $8 billion in assets throughout 30,657 client accounts and retains more than 1,933 people. The firm's total assets under management places it among the largest financial advisory firms in the country. The firm manages 16,603 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 13% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Royal Alliance Associates, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8816 Six Forks Road Suite 301
Raleigh, NC 27615

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Royal Alliance Associates, Inc Brokerage Details

Total Assets Under Management

$12,621,142,596

NC Average: $10,121,009,343
Total Number of Employees

2,951

NC Average: 92
Total Number of Accounts

62,916

NC Average: 6,978
Average Account Size

$200,603

NC Average: $1,450,417

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Trevor Lawson Work History

Trevor has 15 years of experience.

2018 - Present (1 year)

Royal Alliance Associates, Inc

2013 - Present (6 years)

Jhfn Sii

2012 - 2013 (1 year)

Tribridge Residential

2008 - 2011 (3 years)

City Of Winston-Salem

2003 - 2013 (10 years)

Student

Disclosures

Trevor Lawson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started