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Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial AdvisorFinancial advisor in Raleigh, NC

Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor is a financial advisor at 8816 Six Forks Rd Ste 301, Raleigh, NC 27615, ranked #4 of 247 financial advisors in Raleigh and rated 5.0 from 63 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Raleigh, NCUpdated 0 paid placements in any rankingHow we rank

Call (919) 719-3816Website ↗

Key facts

Key facts about Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor
Address8816 Six Forks Rd Ste 301, Raleigh, NC 27615Get directions
Phone(919) 719-3816
Websitetrevor-lawson.com
HoursMonday to Thursday: 8 AM – 5 PM; Friday: 8 AM – 4 PM
Google rating5.0 from 63 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Wake Forest, Cary, Morrisville, Knightdale, Garner, Durham, Apex, Holly Springs, Clayton and Chapel Hill.

Based in Raleigh, NCView on map

Opening hours

Opening hours for Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 4 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor

How is Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor ranked in Raleigh?

Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor is ranked #4 of 247 financial advisors in Raleigh by RFA Score, with 73 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor’s hours?

Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor is open Monday to Friday. Its listed hours are Monday to Thursday, 8 AM – 5 PM; Friday, 8 AM – 4 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor serve?

Serves Raleigh and 11 towns within 25 miles: West Raleigh, Wake Forest, Cary, Morrisville, Knightdale, Garner, Durham, Apex, Holly Springs, Clayton and Chapel Hill. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor?

Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor has a rating of 5.0 from 63 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor?

Call Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor on (919) 719-3816. The business is at 8816 Six Forks Rd Ste 301, Raleigh, NC 27615. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Trevor Lawson, CFP®, AIF®, RICP®, ChFC®, CLU®, CDFA®, TPCP® , Financial Advisor (this business)—735.0 (63)NoNo
Steward Wealth Strategies - Raleigh Office#2734.9 (79)NoNo5.6 mi
Scott D Sorrell, CFP®, AIF®, AEP®, ChFC®, CLU®, CKA®, RICP®, CASL®, CLTC#3735.0 (65)NoNo0.0 mi
Left Tackle Advisors#5734.9 (72)NoNo8.4 mi

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