M Holdings Securities, Inc
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About this Advisor
John Lawson is a certified financial planner whose office is in Austin, Texas. Currently a registered investment advisor at M Holdings Securities, Inc, they have accrued 20 years of experience as a financial advisor. Lawson has a Series 63 license, certifying them as a securities representative. Lawson is registered to advise investors based out of Texas. During their career, Lawson has held roles at Waxmancavnerlawson, Dba Of Argus Fin Group, Inc, M. Holdings Securities, Inc and Sali Fund Services. M Holdings Securities, Inc is headquartered in Austin, Texas, and has 113 other brick-and-mortar locations in the United States. As a registered advisory firm, M Holdings Securities, Inc oversees $3 billion in assets across 7,718 client accounts and retains more than 279 people. The firm's total assets under management makes it one of the largest financial advisory firms in the nation. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 14% of the firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. M Holdings Securities, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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M Holdings Securities, Inc Brokerage Details
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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
- Publication of periodicals or newsletters
- Educational seminars/workshops
John Lawson Work History
John has 20 years of experience.
M. Holdings Securities, Inc
Waxmancavnerlawson, Dba Of Argus Fin Group, Inc
Sali Fund Services
John Lawson has no disclosures.
Please visit their SEC profile for more details.