John
Lawson

M Holdings Securities, Inc

CRD#2725918
Investment Advisor
in Austin, TX
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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

Series 63, Certified Financial Planner

Years of Experience

20 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, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3508 Far West Blvd Suite 250
Austin, TX 78731

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M Holdings Securities, Inc Brokerage Details

Total Assets Under Management

$2,799,355,830

TX Average: $1,120,203,312
Total Number of Employees

852

TX Average: 50
Total Number of Accounts

8,297

TX Average: 1,309
Average Account Size

$337,394

TX Average: $855,770

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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.

2002 - 2009 (7 years)

Sali Fund Services

2001 - Present (18 years)

M. Holdings Securities, Inc

1998 - Present (21 years)

Waxmancavnerlawson, Dba Of Argus Fin Group, Inc

Disclosures

John Lawson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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