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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 Wade Lee is a financial advisor in Honolulu, HI. Lawton is registered with Avantax Advisory Services and has been in the industry since October 20, 1998. Lawton specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Lawton has experience working with both high-net-worth individuals and individuals with smaller investment portfolios. In addition to Lawton's experience with Avantax Advisory Services, Lawton has also worked with World Group Securities, Inc., WMA Securities, Inc., and Integrated Wealth Solutions.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
HI
12/08/2020 - Present
Avantax Advisory Services (Honolulu HI)
GA
04/12/2002 - 02/26/2008
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/21/1998 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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