Pinehurst, NC Office

Team
Updated today

Client AUM

$1,133,282,777

Clients

2,354

Advisors

2

Of 31 advisors across 14 offices

Location

125 B Applecross Rd.

Pinehurst NC 28374

Advisors at this office

2

Advisors at this office

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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.

General retirement planning Retirement income strategy General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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John L

Series 63, Series 65

Pinehurst, NC

Founders Financial Alliance, LLC

John Lawson is a financial advisor with Founders Financial Alliance, LLC, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Founders Financial Alliance since 2018 and previously was with Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory work, Lawson coaches varsity lacrosse at Pinecrest High School in Pinehurst, NC. Founders Financial Alliance provides discretionary, fee-based investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate retirement plans. The firm uses an evidence-based investment approach tailored to individual goals and risk tolerances, combining asset allocation, periodic rebalancing, and a variety of strategies with third-party manager solutions.

General retirement planning Retirement income strategy General tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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