Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Branch? Claim Your ProfileBranch Patrick Lawson is a Certified Financial Planner™ and is a Registered Investment Advisor (RIA) with Mariner Independent. Branch has been working in the financial services industry since July 2014. Branch has been offering investment advisory services through Mariner Platform Solutions and Branch Partners since August 2020. Branch is licensed in Georgia and Texas. Branch offers a variety of financial planning services to individuals, businesses, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
GA
04/06/2022 - Present
Mariner Independent (ATHENS GA)
IA
Issued 07/09/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Branch Lawson is the right advisor for you? Invested Better is here to help.
