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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Lawson is a financial advisor with over 25 years of experience in the financial services industry. John is currently registered with M Holdings Securities, Inc. and is a Certified Financial Planner. John specializes in working with high-net-worth individuals, corporations, and pension plans. John has a strong track record of success in providing financial planning, investment management, and other advisory services to his clients. John is committed to providing his clients with the highest level of service and personalized attention.
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.
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.
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2
TX
10/03/2001 - Present
M Holdings Securities, Inc. (AUSTIN TX)
MA
06/10/1996 - 10/09/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
BC
Issued 06/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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