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Financial ADVSR advisor directory · SEC adviser records

Lewis Asset Management financial advisors in Lafayette, CA

Every SEC-registered investment adviser representative at a Lewis Asset Management office in Lafayette, A to Z.

The short answer

3 registered advisors work at Lewis Asset Management in Lafayette, out of 5 at the firm nationwide; it ranks number 6 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Lewis Asset Management advisors in Lafayette, A to Z

Every Lewis Asset Management advisor →

Lewis Asset Management advisors in every city and state →Lewis Asset Management: assets, clients and custodians →Advisor Moves: who changed firms this week →

Lewis Asset Management advisors in other cities

Pittston, PA 2

Other firms in Lafayette

All Lafayette advisors →

Osaic Wealth, Inc. 16Dixon Financial Services 6The Mather Group, LLC 4American Investors Company 3Gebhardt Group, Inc. 3Mai Capital Management, LLC 3Mosher Financial Advisors LLC 3

Questions

How many financial advisors does Lewis Asset Management have in Lafayette?

3 investment adviser representatives are registered at Lewis Asset Management offices in Lafayette, California, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Lewis Asset Management one of the largest advisor employers in Lafayette?

Lewis Asset Management ranks number 6 in Lafayette by registered advisors; Osaic Wealth, Inc. has the most, with 16.

How do I check a Lewis Asset Management advisor in Lafayette?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Lewis Asset Management office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.