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Luc Lawson

Diccianni Financial Group, Inc.

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About Luc Lawson

Luc Lawson is an investment advisor representative with Diccianni Financial Group, Inc., based in EAST NORRITON, PA. Luc has been in the industry since 2021 and holds a Series 7, 63, and 65 license. Luc is also a licensed life, accident and health insurance agent. Luc provides financial planning and portfolio management services for individuals and pension and profit-sharing plans. Luc has experience working with individuals and businesses of all sizes.

Firm Information

Luc Lawson is currently registered with Diccianni Financial Group, Inc.. Diccianni Financial Group, Inc. is an investment advisor with approximately $104.1 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. They have 304 total accounts with 9 high-net-worth individuals and 3 pension and profit-sharing plans.

$104.10M

Assets Under Management

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Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Luc Lawson’s Registration & Firm History

PA

05/16/2024 - Present

Diccianni Financial Group, Inc. (EAST NORRITON PA)

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Licenses & Designations

IA

Issued 03/31/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/27/2024

Series 7TO - General Securities Representative Examination

BC

Issued 06/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/10/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Luc Lawson.
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