Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Lawson is a registered representative with Independent Advisor Alliance, LLC, a registered investment advisor firm based in Charlotte, NC. Timothy has been in the financial services industry since 1997 and has a diverse background in financial planning, portfolio management, and investment advice. Timothy holds the Series 7, Series 65, and Series 66 licenses. Timothy is committed to providing personalized financial guidance to individuals and families. Timothy is also a Staff Accountant at a tax prep/accounting firm in Winston-Salem, NC.
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
NC
06/10/2016 - Present
Independent Advisor Alliance, LLC (Winston-Salem NC)
NC
10/21/2003 - 03/10/2008
UVEST FINANCIAL SERVICES GROUP, INC. (WINSTON-SALEM NC)
NY
09/09/1997 - 10/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/20/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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