Branch Lawson, financial advisor Atlanta GA
92 score

Branch Lawson

CRD Number: 6171795
Current Firm: Truewealth Management

Branch Lawson (CRD# 6171795) is an Investment Advisor Representative working at Truewealth Management in Atlanta, GA and has over 3 years of experience in the finance industry. Branch Lawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Truewealth, Llc (fna Windham Brannon) Atlanta, GA Jul 2014 - Current 2
Windham Brannon Financial Group, LLC Atlanta, GA Mar 2013 - Jul 2014 1
Dca Global Wealth Management Norcross, GA Jun 2011 - Feb 2013 1
Wesleyan School Norcross, GA Jul 2010 - May 2011 < 1
Evert, Weathersby & Houff Atlanta, GA Feb 2010 - Jun 2010 < 1
Grand Teton Lodge Company Jackson, WY May 2009 - Oct 2009 < 1
University Of Georgia Visitors Center Athens, GA Mar 2008 - May 2009 1
University Of Georgia Athens, GA Aug 2005 - May 2009 3
Centrifuge Camps Athens, GA May 2008 - Aug 2008 < 1
Towne Bank Suffolk, VA May 2007 - Aug 2007 < 1
Towne Bank Suffolk, VA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Branch P. Lawson
Phone Number: 404-487-0500
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,021
    MILLIONS
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $512,457
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, NC, SC, TN, TX

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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