Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Lawson is a financial advisor with Cadaret, Grant & CO., Inc. based in Chattanooga, TN. Matthew has been in the financial industry for over 25 years and is registered with the state of Tennessee, Georgia and Texas. Matthew is a Registered Representative (Series 7 & 63) and Investment Advisor Representative (Series 65) and has passed the General Securities Principal Examination (Series 24). Matthew’s previous experience includes roles at Raymond James Financial Services, Inc. and LPL Financial LLC, among other firms. Matthew also holds positions on the Board of Directors of Brainerd Baptist School and is a 50% owner of Lawson Winchester Wealth Management. Matthew is committed to providing personalized financial advice to help clients achieve their financial goals.
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
TN
05/07/2020 - Present
Cadaret, Grant & CO., Inc. (Chattanooga TN)
TN
06/29/2012 - 03/13/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
TN
09/26/2007 - 07/30/2012
LPL FINANCIAL LLC (CHATTANOOGA TN)
TN
04/21/2005 - 10/01/2007
SUNTRUST INVESTMENT SERVICES, INC. (CHATTANOOGA TN)
AL
08/11/2004 - 04/05/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
05/12/1997 - 07/29/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 05/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 05/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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