Lewisville, TX Office

Team
Updated today

Client AUM

$226,799,325,150

Clients

569,367

Advisors

4

Of 7,832 advisors across 3,563 offices

Location

2550 E. State Hwy 121, Building 6

Lewisville TX 75056

Advisors at this office

4

Advisors at this office

user avatar

Lucas L

Series 63, Series 65

Lewisville, TX

OSAIC

Lucas Lawson is a financial advisor with Osaic Wealth, Inc. based in Lewisville, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He worked at Signator Investors, Inc. for 13 years before joining Osaic in 2018. Lawson is also a founding partner of NFOCUS Financial Partners, a registered investment-related business. Osaic Wealth, Inc. serves a wide range of retail and institutional clients, including high-net-worth individuals and corporations, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk assessments, and automated rebalancing to manage diversified portfolios and supports multiple advisory platforms and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael S

ChFC®, Series 63, Series 65

Lewisville, TX

OSAIC

Michael Smith is a financial advisor at OSAIC with 33 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Prior to joining OSAIC in 2018, he worked for Signator Investors, Inc. for 26 years. OSAIC serves a broad mix of retail and institutional clients, including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of integrated brokerage and advisory services and employs a variety of asset-allocation tools and managed-account solutions across multiple platforms.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ryan H

Series 63, Series 65

Lewisville, TX

OSAIC

Ryan Hammer is a financial advisor with OSAIC, holding Series 63 and Series 65 designations and eight years of industry experience. His prior roles include positions at Equitable Advisors, AXA Advisors, and TD Ameritrade. He is also involved with NFOCUS Financial Partners in sales and marketing of securities, investment advisory, and insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisers and multiple platforms. The firm uses a range of tools and third-party services to construct and manage portfolios across various asset classes on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Igor M

Series 63, Series 65

Lewisville, TX

OSAIC

Igor Maskov is a financial advisor with OSAIC in Lewisville, TX, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He previously worked at Signator Investors, Inc. for 24 years before joining OSAIC in 2018. Outside of his advisory role, he is involved in brokerage of group and health benefits and engages in fixed insurance sales. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and investment advisory services with a variety of portfolio management tools and access to third-party money managers and wrap programs.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")