Mark Lewis, financial advisor Asheville NC

Mark Lewis

CRD Number: 5429645
Current Firm: Modera Wealth Management, LLC

Mark Lewis (CRD# 5429645) is an Investment Advisor Representative working at Modera Wealth Management, LLC in Asheville, NC and has over 14 years of experience in the finance industry.

Similar Advisors
Ken Adams, financial advisor Asheville NC
Ken D. Adams
CRD# 4333814
Edward Jones
Similar Advisors
Frankie Adkins, financial advisor Asheville NC
Frankie L. Adkins
CRD# 7008925
Edward Jones
Similar Advisors
Lewis Akers, financial advisor Asheville NC
Lewis D. Akers
CRD# 2883544
Beacon Pointe Advisors, LLC
Company Name Location Dates Years
Modera Wealth Management, LLC Westwood, NJ Apr 2023 - Current < 1
Parsec Financial Management, Inc. Asheville, NC Jan 2019 - Apr 2023 4
Parsec Financial Management, Inc. Asheville, NC May 2011 - Jan 2019 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Mark A. Lewis
Phone Number: (201) 768-4600
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    6,801
    MILLIONS
  • Total Number of Accounts
    10,050
    ACCOUNTS
  • Average Account Value
    $676,696
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Mark Lewis and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.