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Lawson Day

Investment adviser representative at 49 Financial
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeCommissions

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. 49 FinancialJun 2026 to now
  2. Wisenbaker Builder ServicesJun 2025 to May 2026
  3. Slocum Home and Commercial ServicesMay 2023 to Aug 2023
  4. Adnet IndustriesJan 2023 to Apr 2023
  5. Texas A&m UniversityAug 2022 to May 2026
  6. HebSep 2021 to Aug 2022
  7. The Wash TubApr 2020 to Aug 2021
  8. Smithson Valley High SchoolAug 2018 to May 2022
  9. Smithson Valley Middle SchoolAug 2015 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (TX).

49 Financial

Legal name: 49 Wealth Management, LLC

$1.4BAssets managed
3,839Clients
141Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
8303389
Firm CRD
319484
Advisor's SEC record (opens in a new tab)
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