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Erik Lawser

11 Years of Experience
Atlanta, GA
Broker

Erik Lawser is a registered investment advisor at Raymond James & Associates, INC., based in Atlanta, GA, with 11 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

1100 Abernathy Road Ne, Building 500; Suite 1850, Atlanta, GA, 30328

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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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Other Business Activities

Erik serves as an Officer (Treasurer) on the Board of Directors for the Autism Foundation of Georgia since 2015. He dedicates minimal time to this role, supporting programs benefiting individuals and families affected by Autism.

Employment History
Current Registrations
Raymond James & Associates, INC.
March 2015 - Present · 11 yrs 2 mos
Raymond James & Associates, INC.Broker
January 2015 - Present · 11 yrs 4 mos
State Registrations48 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.