John Lawson
John Lawson is a registered investment advisor at Founders Financial Alliance, LLC, based in Pinehurst, NC, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,412 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.0% of assets under management. Fees are negotiable.
Fee Estimator
Location
125-B Applecross Rd., Pinehurst, NC, 28374
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
John is the varsity lacrosse coach at Pinecrest High School since 2018. This non-investment related activity takes about a quarter of his time.
Employment History
Current Registrations
Founders Financial Alliance, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
First Union Capital Markets CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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