Michael William Lawston

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 06/2019
  Fic
  Glen Allen, VA
• 08/2012 → 06/2019
  First Investors Advisory Services Llc
  Glen Allen, VA
• 05/2019 → Present
  Cetera Investment Services Llc
  Glen Allen, VA
• 06/2019 → Present
  Cetera Investment Advisers Llc
  Glen Allen, VA

Previous Registrations

• 2012-12-20 → 2019-06-25
  Foresters Advisory Services, Llc
  Glen Allen, VA

Other Businesses

1. PRESIDENT OF JAMES RIVER PROPERTY OWNERS ASSOCIATION; SET AGENDA FOR BOARD MEETINGS, COMMUNICATE WITH RESIDDENTS AND BOARD MEMBERS, WORK WITH TREASURER TO PREPARE BUDGET; 1 HR/WK 2. GOOCHLAND YOUTH ATHLETICS COACH FOR GOOCHLAND YOUTH ATHLETICS PARKS & REC, 4-5 HRS/WK 3. PRESIDENT OF GOOCHLAND CHAMBER COMMUNITY FOUNDATION, 1/HR/WK 4. PAST PRESIDENT OF GOOCHLAND CHAMBER OF COMMERCE; ATTEND MONTHLY COMMITTEE AND BOARD MEMBER MEETINGS, 1/HR/WK

Exams

• S66 Uniform Combined State Law Examination
  2012-12-13
• S63 Uniform Securities Agent State Law Examination
  1999-08-12

Designations

• Certified Financial Planner