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Waxman Lawson Financial Employee Directory

Financial ServicesTexas, United States11-50 Employees

Waxman Lawson Financial is an independent brokerage firm based in Austin, Texas, operating in the financial services sector. It serves ultra-affluent clients with a focus on income tax planning and wealth preservation, leveraging private placement products to pursue after-tax return enhancement, asset protection, charitable planning, and estate conservation. The firm emphasizes educating clients about private placement options to ensure that acquisitions are structured efficiently and align with each client’s wealth objectives.

Over the past two decades, the firm has participated in private placement transactions, supporting clients in wealth accumulation and wealth transfer goals. It operates independently and provides securities and investment advisory services through M Holdings Securities, Inc., a registered broker-dealer and investment adviser, with FINRA/SIPC oversight.

Find Waxman Lawson Financial employees' phone numbers or email addresses

Waxman Lawson Financial Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Waxman Lawson Financial's Leadership

  • Stylized image of a person
    C. H.
    Main Contact
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. K.
    Unidentified
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Alt. Contact
    Phone icon
    Mobile Phone

Contact profiles from Waxman Lawson Financial

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. H.
    Main Contact
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    C. K.
    Unidentified
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 10, 2025
  • Stylized image of a person
    J. S.
    Alt. Contact
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Waxman Lawson Financial known for?

Minus sign iconPlus sign iconWaxman Lawson Financial operates in the Financial Services industry. The company's main headquarters is located in Austin, Texas 78731 United States; you can contact the main corporate office by phone at
+1-512-476-****
. Explore Waxman Lawson Financial's company overview page for more information.

What is Waxman Lawson Financial's most common email format?

Minus sign iconPlus sign iconWaxman Lawson Financial employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Waxman Lawson Financial email formats with LeadIQ.

How many employees does Waxman Lawson Financial have currently?

Minus sign iconPlus sign iconWaxman Lawson Financial has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Waxman Lawson Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Waxman Lawson Financial's key employees include:

  • Main Contact: C. H.
  • Unidentified: C. K.
  • Alt. Contact: J. S.

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