AL
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Amy Blair Lawson

11 Years of Experience
Sells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
318 advisors
Number of Clients
54,545 clients
Average Client Portfolio
$191K average
Assets Under Management
$10.4B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

629 Cape Coral Pkwy E, Cape Coral, FL, 33904

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Amy is the owner and insurance agent at Lawson Financial Group, Inc. since 2001, offering insurance products and divorce financial consulting, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Brookstone Capital Management LLC
January 2022 - Present · 4 yrs 1 mo
Brookstone Wealth Advisors, LLC
May 2017 - Present · 8 yrs 9 mos
Previous Registrations
Formula Folio Investments
May 2017 - December 2021 · 4 yrs 7 mos
Formula Folio Investments
August 2014 - May 2017 · 2 yrs 9 mos
State Registrations2 states
FLNC
Advisor
Exams
No exam information available for this advisor.