Michael C. Lawson

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Athens, TN 37303

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CRD#: 5390966

Professional summary

Michael Coy Lawson, who also goes by Michael Lawson, is a registered financial advisor currently at ALLIANCE WEALTH MANAGEMENT PARTNERS LLC located in Athens, Tennessee.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Michael has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Lawson

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) N/A; Licensed Independent Insurance Agent; Investment related; 213 E. Washington Ave, STE 102, Athens, TN. 37303; Selling commissionable insurance products; 10 hrs per month during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Coy Lawson's CRS (Customer Relationship Summary).

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

August 18, 2021 - Present

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Office #1: 213 East Washington Avenue Suite 102, Athens, TN 37303

RIA

CRD#: 313195

Athens, TN

Past

September 28, 2017 - December 31, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Athens, TN

Past

September 25, 2017 - April 13, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Athens, TN

Past

June 2, 2009 - October 2, 2017

LPL FINANCIAL LLC

RIA

CRD#: 6413

ETOWAH, TN

Past

June 1, 2009 - October 2, 2017

LPL FINANCIAL LLC

CRD#: 6413

ETOWAH, TN

Past

November 19, 2007 - June 2, 2009

EDWARD JONES

RIA

CRD#: 250

ETOWAH, TN

Past

September 14, 2007 - June 2, 2009

EDWARD JONES

CRD#: 250

ETOWAH, TN

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".

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | WETHERALL FINANCIAL SERVICES | SOUTHEAST COMPLETE WEALTH MANAGEMENT | CORE BENEFITS & INVESTMENTS | BOWATER WEALTH MANAGEMENT

CRD#: 313195 / SEC#: 801-121597

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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

Tennessee
(8/18/2021)

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 66

Date: 9/28/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/13/2007

General Securities Representative Examination

Current Firm

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC | WETHERALL FINANCIAL SERVICES | SOUTHEAST COMPLETE WEALTH MANAGEMENT | CORE BENEFITS & INVESTMENTS | BOWATER WEALTH MANAGEMENT

CRD#: 313195 / SEC#: 801-121597

RIA

Registered Investment Advisory firm - (6/25/2021 Approved)

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Contact information

Main Address

1111 N. Northshore Drive Ste P-270, Knoxville, TN 37919

Mailing Address

Phone number

(865) 862-5956

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALLIANCE WEALTH DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/27/2025)

Regulatory assets under management

Total Number of Accounts	1,310
AUM (Assets Under Management)	$ 234,634,130

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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Advisor Monitoring

Firm Stability Insights

Michael C. Lawson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Coy Lawson's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/28/2007

SIE

Date: 10/1/2018

Series 7

Date: 9/13/2007

Current Firm

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLIANCE WEALTH MANAGEMENT PARTNERS LLC

TRUST BUT VERIFY

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