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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lawton? Claim Your ProfileLawton Macdonald Nease is a financial advisor with M Holdings Securities, Inc. Lawton has been in the industry since 1971 and has held previous positions at Mutual Service Corporation, 1717 Capital Management Company, The Prudential Insurance Company of America, and Pruco Securities Corporation. Lawton is registered with FINRA and is a licensed representative in 27 states. Lawton's specializations include financial planning and portfolio management for both individuals and businesses. Lawton is also registered as an investment advisor representative in 27 states.
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
GA
05/09/2001 - Present
M Holdings Securities, Inc. (ATLANTA GA)
MA
04/29/1997 - 05/09/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
DE
05/07/1981 - 05/06/1997
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
08/16/1971 - 05/01/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NJ
02/15/1982 - 10/30/1989
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/13/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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