John E. Lawler

EAST WEST INVESTMENT ADVISORS

Kinsale, VA

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CRD#: 4573693

Professional summary

John Edward Lawler is a registered financial advisor currently at EAST WEST INVESTMENT ADVISORS, LLC located in Kinsale, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

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.

1. EAST WEST FINANCIAL SERVICES, INC.,8180 GREENSBORO DRIVE, SUITE 110, MCLEAN, VA 22102. TAX AND MORTGAGE SERVICES, PRESIDENT, SINCE 1987, SPENDS APPROXIMATELY 8 HOURS PER WEEK. 2. 517 2ND STREET N.E. LTD., GENERAL PARTNER OF A REAL ESTATE PARTNERSHIP SINCE 1981. SPENDS APPROXIMATELY 0 HOURS PER WEEK. 3. LYNCH POINT, LLC: MANAGING MEMBER OF A NON-INVESTMENT RELATED REAL ESTATE LLC SINCE 2013. THE LLC OWNS LAND AS A PASSIVE INVESTMENT. SPENDS APPROXIMATELY 0 HOURS PER WEEK. 4. SANDY POINT PRESERVATION GROUP I, LLC: SOLE MEMBER OF A NON-INVESTMENT RELATED REAL ESTATE LLC SINCE 2013. THE LLC OWNS LAND AS A PASSIVE INVESTMENT. SPENDS APPROXIMATELY 0 HOURS PER WEEK.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Lawler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 19, 2012 - Present

EAST WEST INVESTMENT ADVISORS, LLC

RIA

CRD#: 159038

Kinsale, VA

Past

March 13, 2000 - July 28, 2020

STERLING WEALTH MANAGEMENT, INC.

RIA

CRD#: 109805

MCLEAN, VA

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.

Highlighted states indicate IAR registrations

IAR

Virginia
(4/19/2012)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/24/1999

Uniform Investment Adviser Law Examination

Current Firm

EAST WEST INVESTMENT ADVISORS, LLC

EAST WEST FINANCIAL SERVICES, INC. | EAST WEST INVESTMENT ADVISORS, LLC | EAST WEST INVESTMENT ADVISORS, INC.

CRD#: 159038 / SEC#:

Virginia

Registered Investment Advisory firm - (4/19/2012 Approved)

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Contact information

Main Address

Kinsale, VA

Mailing Address

Phone number

703-883-0770 X208

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	124
AUM (Assets Under Management)	$ 87,602,997

Red Flags

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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John E. Lawler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Edward Lawler's CRS (Customer Relationship Summary).

Certified licenses

Experience

EAST WEST INVESTMENT ADVISORS, LLC

STERLING WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/24/1999

Current Firm

EAST WEST INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

EAST WEST INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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