Deborah Morgan Lawyer

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 05/1994 → Present
  Jerry Lawyer & Assoc. Inc
  Pflugerville, TX
• 05/2016 → 11/2018
  Signator Investors, Inc.
  Pflugerville, TX
• 11/2018 → 06/2023
  Royal Alliance Associates, Inc.
  Pflugerville, TX
• 06/2023 → Present
  Osaic Wealth, Inc
  Pflugerville, TX

Previous Registrations

• 2016-05-13 → 2018-11-02
  Signator Investors, Inc.
  Pflugerville, TX
• 2009-09-04 → 2016-05-13
  Transamerica Financial Advisors, Llc
  Pflugerville, TX
• 2004-03-08 → 2009-09-04
  Transamerica Financial Advisors, Inc.
  Houston, TX
  Austin, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  Austin, TX
  Arlington, TX
  El Paso, TX
  Pflugerville, TX
  Houston, TX

Other Businesses

1. JERRY LAWYER & ASSOCIATES, INC POSITION: President NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 05/15/1994 ADDRESS: 323 Heritage Loop, Hutto TX 78634, United States DESCRIPTION: Brokerage General Agency wholesaling fixed insurance products to producers. 2. AIMCOR GROUP, LLC POSITION: Member NATURE: JLA is a member of AimcoR Group, LLC, an independent marketing organization comprised of 43 members whowholesale Fixed Insurance Products to producers and financial professionals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 120 START DATE: 01/01/2006 ADDRESS: 323 Heritage Loop, Hutto TX 78634, United States DESCRIPTION: Marketing fixed insurance products to licensed producers and financial professionals. 3. DESIGN YOUR FUTURE, LLC POSITION: Member NATURE: LLC set up for marketing group with David Scott Hansen (05A)and Roy Michael Young (055) INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 12/01/2016 ADDRESS: 323 Heritage Loop, Hutto TX 78634, United States DESCRIPTION: This is the marketing group set up for our securities business. My roll is compliance and recruiting of new reps. 4. JD LAWYER LLC POSITION: member NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/01/2006 ADDRESS: 323 Heritage Loop, Hutto TX 78634, United States DESCRIPTION: Commercial and Investment Real Estate holdings. Duties include rental of Commercial and Residential properties.

Exams

• S66 Uniform Combined State Law Examination
  2004-03-02
• S63 Uniform Securities Agent State Law Examination
  1998-10-16

Other Names

• Debbie Lawyer