Mitch Lawson (CRD# 6959603) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Florence, KY and has over 5 years of experience in the finance industry. Mitch Lawson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2076400
Ubs Financial Services Inc.
CRD# 6251091
Northwestern Mutual Investment Services,llc
Company Name | Location | Dates | Years |
---|---|---|---|
Fifth Third Bank | Florence, KY | Feb 2023 - Current | 1 |
Fifth Third Securities | Florence, KY | Feb 2023 - Current | 1 |
Touchstone Securities, Inc. | Cincinnati, OH | May 2018 - Current | 6 |
Touchstone Investments | Cincinnati, OH | Jan 2022 - Feb 2023 | 1 |
Touchstone Investments | Cincinnati, OH | Dec 2020 - Jan 2022 | 1 |
Touchstone Investments | Cincinnati, OH | May 2018 - Dec 2020 | 2 |
University Of Cincinnati | Cincinnati, OH | Sep 2017 - May 2018 | < 1 |
University Of Cincinnati | Cincinnati, OH | Aug 2012 - May 2018 | 5 |
Uc Campus Recreation | Cincinnati, OH | Jan 2016 - Aug 2017 | 1 |
Uc Campus Recreation | Cincinnati, OH | Jan 2013 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2018 |
S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- KY
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
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