Robert Lewis, financial advisor Atlanta GA

Robert Lewis

CRD Number: 1951100
Current Firm: Valic Financial Advisors, Inc.

Robert Lewis (CRD# 1951100) is an Investment Advisor Representative working at Valic Financial Advisors, Inc. in Atlanta, GA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Valic Financial Advisors, Inc. Atlanta, GA Apr 2020 - Current < 1
American General Life Insurance Brentwood, TN Dec 2018 - Apr 2020 1
Aig Capital Services, Inc. Brentwood, TN Dec 2018 - Apr 2020 1
Unemployed Sarasota, FL Jul 2018 - Nov 2018 < 1
Prudential Insurance Company Of America Sarasota, FL Jun 2010 - May 2018 7
Pruco Securities LLC Sarasota, NJ Jun 2010 - May 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2019
S65 NASAA Investment Advisors Law Examination May 2020
Contact Info for Robert F. Lewis
Phone Number: 866-544-4968
Firm Website: http://www.valic.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    21,117
    MILLIONS
  • Total Number of Accounts
    318,917
    ACCOUNTS
  • Average Account Value
    $66,215
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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