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Luc Lawson

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementTax PlanningEstate PlanningRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
117 clients
Average Client Portfolio
$951K average
Assets Under Management
$111.2M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,000
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Location

333 West Germantown Pike, East Norriton, PA, 19403

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Luc is licensed in life, accident, and health insurance, but this activity is non-investment related. He spends a few hours per week on this.

Employment History
Current Registrations
Diccianni Financial Group, INC.
May 2024 - Present · 1 yr 9 mos
Leigh Baldwin & CO., LLCBroker
June 2021 - Present · 4 yrs 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Luc Lawson - Financial Advisor | TrueAdvisor