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Financial ADVSR advisor directory · SEC adviser records

Lewis Financial Management, LLC financial advisors

Every SEC-registered investment adviser representative at Lewis Financial Management, LLC, by the state and city of the office they work from.

3 registered advisors work at Lewis Financial Management, LLC, in 1 state and 1 city; the most are in Raleigh, NC (3). 1 list the CFP designation and 2 are also registered broker representatives.

Search every Lewis Financial Management, LLC advisor by name →Who joined and left Lewis Financial Management, LLC →Lewis Financial Management, LLC: assets, clients and custodians →

Cities with the most Lewis Financial Management, LLC advisors

Raleigh, NC 3

Lewis Financial Management, LLC advisors by state

Lewis Financial Management, LLC in North Carolina 3

Raleigh 3

Questions

How many financial advisors does Lewis Financial Management, LLC have?

3 investment adviser representatives are registered with Lewis Financial Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 states and 1 cities. 1 list the CFP designation and 2 are also registered as broker representatives.

Where does Lewis Financial Management, LLC have the most advisors?

Raleigh, NC, with 3 registered advisors. By state, North Carolina has the most, with 3.

How do I find a Lewis Financial Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Lewis Financial Management, LLC advisor registered at an office there. Each one 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. An advisor registered at Lewis Financial Management, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →