Branch Patrick Lawson

CFP

12 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Mariner Independent

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

101 advisors

Number of Clients

3,051 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$5.6B

Fee Structure

Location

367 Prince Avenue, Suite E, Athens, GA, 30601

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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.

Other Business Activities

Branch is the CEO and founder of Branch Partners, offering investment advisory services through Mariner Platform Solutions. This activity takes Branch full-time hours and occurs during securities trading hours.

Employment History

Current Registrations

Mariner Independent

September 2020 - Present · 5 yrs 5 mos

Previous Registrations

Truewealth Management

August 2013 - August 2020 · 7 yrs

State Registrations2 states

GATX

Advisor

Exams

No exam information available for this advisor.