Tom Lawson, financial advisor San Diego CA

Tom Lawson

CRD Number: 2344577
Current Firm: Client First Capital, LLC

Tom Lawson (CRD# 2344577) is an Investment Advisor Representative working at Client First Capital, LLC in San Diego, CA and has over 30 years of experience in the finance industry. Tom 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
Client First Financial, LLC San Diego, CA Jul 2021 - Current 2
Charles Schwab & Company, Inc. San Diego, CA May 2020 - Jul 2021 1
Charles Schwab Bank, Ssb San Diego, CA May 2020 - Jul 2021 1
Usaa Investment Management Company San Antonio, TX Jan 2018 - May 2020 2
Usaa Financial Advisors, Inc. San Diego, CA Aug 2012 - May 2020 7
Usaa Financial Planning Services San Diego, CA Aug 2012 - May 2020 7
Tom Lawson Poway, CA Nov 2012 - May 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1993
S65 NASAA Investment Advisors Law Examination Jun 1994
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Tom Lawson
Phone Number: 800-310-2828
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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


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