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Michelle Lawson

22 Years of Experience
San Antonio, TX
Broker

Michelle Lawson is a registered investment advisor at Raymond James & Associates, INC., based in San Antonio, TX, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

San Antonio, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James & Associates, INC.
October 2024 - Present · 1 yr 11 mos
Raymond James & Associates, INC.Broker
April 2022 - Present · 4 yrs 5 mos
Raymond James & Associates, INC.
April 2022 - Present · 4 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
April 2022 - October 2024 · 2 yrs 6 mos
Modern Capital Advisors, LLC
January 2022 - March 2022 · 2 mos
Modern Capital Advisors, LLC
February 2015 - December 2021 · 6 yrs 10 mos
Liberty Partners Financial Services, LLCBroker
February 2014 - March 2022 · 8 yrs 1 mo
Liberty Partners Financial Services, LLCBroker
August 2010 - March 2012 · 1 yr 7 mos
Morgan Stanley Smith Barney LLC
June 2009 - June 2010 · 1 yr
Morgan Stanley Smith BarneyBroker
June 2009 - June 2010 · 1 yr
Morgan Stanley & CO. IncorporatedBroker
August 2007 - June 2009 · 1 yr 10 mos
Morgan Stanley & CO. Incorporated
August 2007 - June 2009 · 1 yr 10 mos
Citigroup Global Markets INC.
January 2006 - September 2007 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
February 2002 - September 2007 · 5 yrs 7 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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