Matthew Lawson
Matthew Lawson is a registered investment advisor at LPL Financial LLC, based in Chattanooga, TN, with 28 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
325 Cherokee Blvd., Suite 301, Chattanooga, TN, 37405
Get directionsHistory
Regulatory History (5)
Customer Dispute
November 2021Regulatory
June 2020Employment Separation After Allegations
February 2020Customer Dispute
April 2018Customer Dispute
June 2010Other Business Activities
Matthew is a 50% owner of Lawson Winchester Wealth Management and Dynamo Venture Capital Fund, and a managing member of Cherokee Capital Partners LLC. He also serves as a board member/treasurer for Brainerd Baptist School and is a partner at Financial Concepts, Inc., dedicating full-time hours to Lawson Winchester Wealth Management.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations15 states
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.