Carol Lawson, financial advisor Denver CO
90 score

Carol Lawson

CRD Number: 4570472
Current Firm: Lincoln Financial Advisors Corporation

Carol Lawson (CRD# 4570472) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Denver, CO Jun 2016 - Current < 1
Insurance-non Variable Castle Rock, CO Jun 2013 - Jun 2016 3
Retirement Strategies Centennial, CO Apr 2004 - Jun 2016 12
Retirement Strategies And Investments, Inc. Castle Rock, CO Apr 1992 - Jun 2016 24
Raymond James Financial Services Advisors Inc. Castle Rock, CO Oct 2011 - May 2016 4
Raymond James Financial Services Centennial, CO Jul 2009 - May 2016 6
Intersecurities Centennial, CO Apr 1992 - Jul 2009 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Carol M. Lawson
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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