Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harold? Claim Your ProfileHarold Ashley Lawson is a financial advisor with over 25 years of experience in the industry. Harold has worked with a number of firms including SunTrust Investment Services, Inc., Wells Fargo Advisors, LLC, and Raymond James Financial Services, Inc.. Harold currently works with LPL Financial LLC and is registered with the state of South Carolina. Harold is also a registered Investment Advisor. Harold specializes in working with high net worth individuals, corporations or other businesses, individuals other than high net worth, and charitable organizations. Harold offers financial planning, educational seminars, consulting, and other non-discretionary advisory services, pension consulting, selection of other advisors, and portfolio management services for both individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
01/08/2018 - Present
LPL Financial LLC (GREENVILLE SC)
SC
02/23/2011 - 01/16/2018
SUNTRUST INVESTMENT SERVICES, INC. (GREENVILLE SC)
SC
08/18/2006 - 02/24/2011
WELLS FARGO ADVISORS, LLC (GREENVILLE SC)
SC
06/02/2000 - 08/02/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (SPARTANBURG SC)
CA
11/16/1998 - 05/30/2000
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NA
10/09/1998 - 11/02/1998
FIRST ALLIED SECURITIES, INC.
WI
08/06/1997 - 10/07/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
07/10/1996 - 08/01/1997
ROUND HILL SECURITIES, INC. (ALAMO CA)
CA
01/06/1995 - 07/11/1996
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
12/23/1994 - 01/25/1995
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
IA
Issued 12/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/25/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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