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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Lawson is an investment advisor representative at EP Wealth Advisors. Lawson has been in the industry for over 20 years, working with clients across a wide range of needs. Shawn Lawson is registered with the state of Michigan and has a Series 66, Series 63, Series 10, Series 9, SIE and Series 7 license. Lawson is also a licensed tax professional. Shawn Lawson has experience in providing financial planning, portfolio management for individuals and businesses, and retirement plan advisory services. Lawson holds a Bachelor of Science degree in Finance from the University of Colorado.
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.
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.
Retirement plan advisory services & tax preparation services
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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CA
01/06/2025 - Present
EP Wealth Advisors (TORRANCE CA)
MI
10/16/2019 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
CO
02/10/2000 - 01/10/2018
CHARLES SCHWAB & CO., INC. (DENVER CO)
BOTH
Issued 12/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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