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Jacob L
Series 65
Pinehurst, NC
Founders Financial Alliance, LLC
Jacob Lawson is a financial advisor at Founders Financial Alliance, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Founders Financial Alliance, he worked at Cornerstone Wealth Advisors and has experience in the restaurant industry. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individual and high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to client goals and risk tolerances, and offers additional services such as retirement plan consulting and a FlatFeeCIO program that includes family-office style coordination and ETF model portfolios.
John L
Series 63, Series 65
Pinehurst, NC
Founders Financial Alliance, LLC
John Lawson is a financial advisor with Founders Financial Alliance, LLC in Pinehurst, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Wells Fargo Clearing before joining Founders Financial Alliance in 2018. Outside of his advisory role, Lawson serves as a varsity lacrosse coach at Pinecrest High School. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm employs an evidence-based investment approach tailored to client goals and risk tolerances and offers a range of services including retirement plan consulting and a FlatFeeCIO program that combines family-office style coordination with ETF model portfolios.
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