Unclaimed
Christopher Lawson is an investment advisor representative with Truist Advisory Services, Inc. Christopher has been in the industry since August 2004. Christopher is registered with the state of Maryland. Previously, Christopher was affiliated with BB&T Securities, LLC, BB&T Investment Services, Inc., Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., Chase Investment Services Corp., Banc One Securities Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company. Christopher has passed the Series 66, Series 31, Series 7, and SIE exams.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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
MD
05/05/2022 - Present
Truist Advisory Services, Inc. (GERMANTOWN MD)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
DC
07/13/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (WASHINGTON DC)
VA
02/20/2009 - 07/13/2010
WELLS FARGO ADVISORS, LLC (MCLEAN VA)
VA
02/15/2007 - 02/27/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
OH
07/06/2005 - 02/01/2007
CHASE INVESTMENT SERVICES CORP. (GAHANNA OH)
IL
03/14/2005 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
07/09/2004 - 02/15/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/09/2004 - 02/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 3/6/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/6/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 7/8/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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