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Aaron Warren Lawson

Camelback Capital Management, LLC

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About Aaron Warren Lawson

Aaron Lawson is a registered Investment Advisor Representative in Arizona, currently working with Camelback Capital Management, LLC. Aaron has been working in the financial services industry since 1997. Aaron holds a Series 65, Series 7, Series 63 and Series 4 license. Lawson has previous experience with First Financial Equity Corporation, Silber Bennett Financial, Inc., Lawson Financial Corporation and Princor Financial Services Corporation.

Firm Information

Aaron Lawson is currently registered with Camelback Capital Management, LLC. Camelback Capital Management, LLC is an investment advisor with 1 investment advisor representative. They manage approximately $15,441,651 in regulatory assets under management. The firm provides portfolio management services for businesses and individuals. They have a total of 39 client accounts, including 13 high-net-worth individuals, 1 corporation, and 8 individuals other than high-net-worth.

$15.44M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Lawson’s Registration & Firm History

AZ

09/22/2014 - Present

Camelback Capital Management, LLC (PHOENIX AZ)

AZ

03/30/2017 - 07/18/2017

FIRST FINANCIAL EQUITY CORPORATION (SCOTTSDALE AZ)

AZ

09/16/2016 - 04/03/2017

SILBER BENNETT FINANCIAL, INC. (Phoenix AZ)

AZ

01/25/1999 - 09/30/2016

LAWSON FINANCIAL CORPORATION (PHOENIX AZ)

IA

06/10/1998 - 02/18/1999

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

CA

01/01/1997 - 03/09/1998

KENSINGTON SECURITIES, INC. (ALISO VIEJO CA)

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Licenses & Designations

IA

Issued 04/21/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/30/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/18/2011

Series 24 - General Securities Principal Examination

BC

Issued 06/27/2011

Series 53 - Municipal Securities Principal Examination

BC

Issued 04/30/2001

Series 4 - Registered Options Principal Examination

BC

Issued 07/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/26/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Warren Lawson.
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