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Michelle L Lawson

LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC·BAKERSFIELD, California
Unclaimed Profile
5060 CALIFORNIA AVE, BAKERSFIELD, CA 93309CRD# 3269904Firm CRD# 131117
01

About

Michelle L Lawson is a registered financial advisor based in BAKERSFIELD, California, affiliated with LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MODERN CAPITAL ADVISORS, LLC
MODERN CAPITAL ADVISORS, LLC
AUM
$285M
Regulatory assets under management
Employees
30
Total firm employees
View all advisors at MODERN CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR FEES
Regulatory
SEC/IARD CRD# 3269904
Firm CRD# 131117
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle L Lawson offer?
Michelle L Lawson specializes in Financial Planning, Investment Management. Contact their office in BAKERSFIELD, California for a consultation.
What are Michelle L Lawson's credentials?
Michelle L Lawson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle L Lawson located?
Michelle L Lawson is based in BAKERSFIELD, California, working with LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC. Their office serves clients in the BAKERSFIELD metropolitan area and surrounding communities.
How does Michelle L Lawson charge for services?
Michelle L Lawson's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC?
LIBERTY PARTNERS CAPITAL MANAGEMENT, LLC has approximately 30 employees and manages $285M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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