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John Edward Lawler

Advisor at East West Investment Advisors, LLC — Kinsale, VA

Updated today

Credentials

Series 65

Experience

26 years

Location

Kinsale, VA

East West Investment Advisors, LLC

Supported

Total advisors

2

Across 2 offices

Clients per advisor

24 Low

Avg AUM per client

$1,983,191 Very High

HNW client ratio

55% High

About

John Lawler is a financial advisor with East West Investment Advisors, LLC, holding a Series 65 credential and bringing 26 years of industry experience. He has worked at East West Investment Advisors since 2012 and previously spent over two decades at Sterling Wealth Management, Inc. Outside of his advisory role, he serves as president of East West Financial Services, Inc., a tax and mortgage services company. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm manages a wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis alongside economic and geopolitical considerations.

Client services

Based on East West Investment Advisors, LLC

Financial planning Portfolio management

Expertise

Based on East West Investment Advisors, LLC

Charitable giving & philanthropy Retirement withdrawal strategies Options & derivatives strategies Wealth management

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Fee options

Percentage

$0 - $500,000: 1.50% $500,000 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%

Project-based

Generally $350 per hour for financial planning services.

Other

Account minimum: $25,000 Fee-only: Advisory fees are asset-based and fees for financial planning charged at $350/hour.

Location

See office

Kinsale, VA

Kinsale VA

Advisors at this office

1

Most active in

Virginia

Work history

26 years of industry experience

East West Investment Advisors

2012 - Present • 14 years

Kinsale, VA

Sterling Wealth Management, Inc.

1999 - 2020 • 21 years

McLean, VA

East West Financial Services, Inc.

1987 - Present • 39 years

McLean, VA

East West Trade Group, Inc.

1983 - Present • 43 years

McLean, VA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William M

Series 63, Series 66

Heathsville, VA

Interactive Financial Advisors

William Mullins is a financial advisor with Interactive Financial Advisors, holding Series 63 and Series 66 credentials and 19 years of industry experience. His prior roles include positions at Fortune Financial Services, Brooklight Place Securities, Inc., Pinnacle Financial Planning, LLC, and Gwn Securities Inc. Outside of his advisory work, he is the varsity head soccer coach for Northumberland County Public School. Interactive Financial Advisors serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and advisory consulting. The firm employs asset-allocation models spanning conservative to aggressive objectives, primarily using ETFs and mutual funds, and integrates Modern Portfolio Theory and risk profiling tools in its investment approach.

Annuities Long-term care insurance College savings (529s, UTMA, etc.)
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Adam G

CFP®, Series 63, Series 65

Kinsale, VA

Commonwealth Financial Network

Adam Giammarinaro is a CFP® with 22 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and WealthPort, LLC, and previously worked at Jackson National Life Distributors LLC for 18 years. Outside of his advisory role, he owns and operates WealthPort in the District Inc., a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs, technology, and operational support, enabling advisors to offer customized portfolio management and wealth planning services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Adrian H

Series 66

Lottsburg, VA

LPL Financial

Adrian Hall is a financial advisor at LPL Financial with eight years of industry experience. He holds the Series 66 designation and previously worked at Sonabank for one year. Hall also has a related business activity with Financial Management Inc., a DBA for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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R. B

Series 63, Series 65

Warsaw, VA

Mass Mutual Investors Services

R. Brann is a financial advisor with Mass Mutual Investors Services in Warsaw, VA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2003. Outside of his advisory role, he serves as a softball coach at Rappahannock Community College and is president of the Northern Neck Rage girls fastpitch softball organization. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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