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Lawton L

Series 63, Series 65

Honolulu, HI

Cetera

Lawton Lee is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. His career includes roles at Avantax Advisory Services and Integrated Wealth Solutions, as well as managing multiple business ventures in accounting, tax preparation, and mortgage services. He owns and operates several related companies, including ACEL, LLC and Business Integration Group, Inc., which provide mortgage and accounting services. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with diverse portfolio management options, including model portfolios, third-party managers, and customized strategies, supported by extensive program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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