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Christopher Bryan Lawson

CFP®
CARY STREET PARTNERS
Abingdon, VA
·CRD# 3044512·28 years experience

Professional Summary

Christopher Bryan Lawson, CFP® is a registered financial advisor currently at CARY STREET PARTNERS located in Abingdon, Virginia and . Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial PlannerSince 2006

Years of Experience

28 years in the financial services industry

Current & Past Employments

CARY STREET PARTNERS·CRD# 128545
RIA
143 W Main Street, Abingdon, VA 24210
April 6, 2018 - Present
CARY STREET PARTNERS·CRD# 128089
BD
143 West Main Street, Abingdon, VA 24210
April 6, 2018 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
Abingdon, VA
September 20, 2016 - April 12, 2018
LPL FINANCIAL LLC·CRD# 6413
BD
Abingdon, VA
September 20, 2016 - April 12, 2018
OSAIC INSTITUTIONS, INC.·CRD# 35371
RIA
Abingdon, VA
June 1, 2008 - September 22, 2016
OSAIC INSTITUTIONS, INC.·CRD# 35371
BD
Abingdon, VA
June 1, 2008 - September 22, 2016
BI INVESTMENTS, LLC·CRD# 125437
RIA
Abingdon, VA
May 18, 2005 - June 1, 2008
BI INVESTMENTS, LLC·CRD# 125437
BD
Abingdon, VA
May 2, 2005 - June 1, 2008
ICBA FINANCIAL SERVICES CORPORATION·CRD# 35089
BD
Memphis, TN
April 27, 1998 - May 5, 2005

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Current Firm

CS
CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - SEC (8/12/2005 Approved)
Virginia
Registered Investment Advisory firm - Virginia (3/2/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

901 East Byrd Street Suite 1001, Richmond, VA 23219

Phone Number

(804) 340-8100

# of Employees

182

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CSPIA FORM ADV PART 2A FIRM BROCHURE DATED 03/30/2026 (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

16,731

AUM (Assets Under Management)

$10,252,264,301

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
07/10/2026Cover PageReport
11/24/2025Cover PageReport
10/22/2024Cover PageReport
07/25/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sullins Academy,Is Investment Related,,Endowment/Legal Governance,Board Member,2023-06-01,2 hours per month,0 hours per month during trading hours,No Compensation ,Serving as a board member w. Board is comprised of local professionals mostly with a tie-in to the school to help manage the endowment and legal concerns governing the school. Other Business Name: The Arts Depot Address:314 Depot Square NW, Abingdon, VA 24210 Investment-Related?No Nature of the Other Business:Foundation/Charitable Postion at Other Business:Board Member, Treasurer Title at Other Business:Treasurer Relationship with Other BusinessNo Start Date of your Relationship:1/1/2025 Will be providing Investment Advice as part of Role?:No Will be involved in the handling of the entity's funds, securities, investments, or like?:No Approximate Hours/Month devoted to other business:1 Number of Hours devoted to other business during securities trading hours:0 Will you be compensated for the OBA?:No Description of duties related to other Business:Board member and Treasurer. The Arts Depot is a collective of local artists that have residence in a depot facility in Abingdon. The board helps with operations and funding through gifts, grants and some small income from the selling of merchandise and art.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CARY STREET PARTNERS

CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC

CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - SEC (8/12/2005 Approved)
Virginia
Registered Investment Advisory firm - Virginia (3/2/2007 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(7/6/2018)
RR
Georgia
(8/4/2020)
RR
North Carolina
(4/6/2018)
IAR
North Carolina
(12/12/2018)
RR
Pennsylvania
(3/2/2021)
RR
South Carolina
(4/6/2018)
RR
Tennessee
(4/6/2018)
IAR
Texas
(1/7/2022)
RR
Virginia
(4/6/2018)
IAR
Virginia
(4/6/2018)
RR
West Virginia
(6/25/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2002About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed May 1998About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2001About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1998About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Christopher Bryan Lawson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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