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Financial ADVSR advisor directory · SEC adviser records

Rd Lewis Wealth Management financial advisors in Maitland, FL

Every SEC-registered investment adviser representative at a Rd Lewis Wealth Management office in Maitland, A to Z.

The short answer

3 registered advisors work at Rd Lewis Wealth Management in Maitland, out of 3 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Rd Lewis Wealth Management advisors in Maitland, A to Z

Every Rd Lewis Wealth Management advisor →

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

Other firms in Maitland

All Maitland advisors →

Eagle Strategies LLC 14Cetera Investment Advisers LLC 13Edward Jones 7Alternative Investment Advisors, LLC 6Delta Advisory Group, Inc. 6Delta Capital Management, LLC 6Moors & Cabot, Inc. 5Raymond James Financial Services Advisors, Inc. 5Ameriprise Financial Services, LLC 3Cramer & Rauchegger, Inc. 3Fellowship Financial Group 3Schwab Wealth Advisory, Inc. 3

Questions

How many financial advisors does Rd Lewis Wealth Management have in Maitland?

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

Is Rd Lewis Wealth Management one of the largest advisor employers in Maitland?

Rd Lewis Wealth Management ranks number 12 in Maitland by registered advisors; Eagle Strategies LLC has the most, with 14.

How do I check a Rd Lewis Wealth Management advisor in Maitland?

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 Rd Lewis Wealth 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.