Our Firm
Lawson
Financial is a leading securities firm offering
comprehensive financial services to individuals, corporations,
municipalities, and institutions. Since our founding,
Lawson Financial has grown dramatically by providing these
services with a superior level of execution and integrity.
With over 10,000 individual and institutional investors, Lawson
Financial is one of the largest retail municipal brokerage
firms in the industry.
It
makes sense!
If the
investment world could be characterized by one word, it would
have to be "change". Investment opportunities have multiplied
one-hundred-fold since 1980. Investors have grown more
sophisticated and knowledgeable in their pursuit of investments
that will perform in all kinds of changing markets.
Lawson Financial was created specifically for these investors.
Our
Goal: Maximizing Your Return
We provide
a wide range of investment opportunities, but our primary
goal is to maximize return-on-investment for those clients
who prefer fixed-income securities. To this end we have
developed superior expertise in tax-free municipal bonds and
similar investment vehicles.
The
Advantages of Working With Lawson Financial
Customer
Service Desk - Each customer has a
Personal Registered
Representative to assist them in their investment choices,
and each Registered
Representative is backed up by our Customer Service Desk.
Clients have
immediate access to the Customer Service Desk should their
representative be
unavailable.
Municipal
and Government Trading Desk - Unlike
many firms, Lawson Financial has an in-house trading department
that services both our individual and corporate customers.
In addition to municipal bonds, other products including corporate
securities, collateralized mortgage obligations (CMOs) and
agency securities are available.
Money
Making Opportunities - Stocks, Mutual
Funds, Annuities, Zero Coupon
Securities, Certificates of Deposit, Unit Investment Trusts,
Tax Shelter and Limited Partnership Products.
Client
Protection - Working on behalf of Lawson
Financial Corporation, Pershing provides account protection
for the net equity of your securities positions. Of
that total, the Securities Investor Protection Corporation
(SIPC) provides $500,000 of net equity protection, including
$100,000 for claims for cash awaiting reinvestment (SIPC Protection).
Visit WWW.SIPC.ORG
for more information about SIPC. Pershing provides the
additional protection (Excess SIPC) through a commercial insurer.
Workshops
- Basic investment information presented in easily understandable
form by experienced financial representatives. Each
workshop is designed to help you understand the safety, liquidity,
marketability, and tax advantages of a specific product.
Our workshops cover topics ranging from Municipal Bonds and
Revocable Living Trust planning to Mutual Fund investing techniques.
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