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Lawrence Lawson

45 Years of Experience
Milltown, NJ
Broker

Lawrence Lawson is a registered investment advisor at Ameriprise Financial Services, LLC, based in Milltown, NJ, with 45 years of industry experience. Lawrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

161 S Main St, Milltown, NJ, 08850

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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

Lawrence is the chairman of Lawson since March 2025, dedicating minimal time. He also serves as a Fire Police Captain, organizing traffic and crowd control, and as a charter organization representative for a scout troop.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
August 2016 - Present · 9 yrs 9 mos
Ameriprise Financial Services, LLCBroker
August 2016 - Present · 9 yrs 9 mos
Ameriprise Financial Services, LLC
August 2016 - Present · 9 yrs 9 mos
Previous Registrations
Edward Jones
May 2011 - August 2016 · 5 yrs 3 mos
Edward JonesBroker
April 2011 - August 2016 · 5 yrs 4 mos
LPL Financial LLCBroker
February 2005 - April 2011 · 6 yrs 2 mos
LPL Financial LLC
February 2005 - April 2011 · 6 yrs 2 mos
A. G. Edwards & Sons, INC.
October 2003 - March 2005 · 1 yr 5 mos
A. G. Edwards & Sons, INC.Broker
January 1998 - March 2005 · 7 yrs 2 mos
Fidelity Brokerage Services, INC.Broker
July 1991 - February 1998 · 6 yrs 7 mos
Linsco/private Ledger CORP.Broker
September 1990 - July 1991 · 10 mos
Painewebber IncorporatedBroker
June 1989 - September 1990 · 1 yr 3 mos
Dean Witter Reynolds INC.Broker
July 1984 - June 1989 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1982 - October 1983 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1982 - July 1984 · 2 yrs 4 mos
Dean Witter Reynolds INC.Broker
January 1981 - March 1982 · 1 yr 2 mos
State Registrations10 states
DEFLMDNCNJNYPARITNVA
AdvisorBrokerBoth

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
No exam information available for this advisor.