Lewis Spellman, financial advisor Austin TX

Lewis Spellman

CRD Number: 6127437
Current Firm: Beck Capital Management LLC

Lewis Spellman (CRD# 6127437) is an Investment Advisor Representative working at Beck Capital Management LLC in Austin, TX and has 1 year of experience in the finance industry.

Similar Advisors
Adam Broughton, financial advisor Austin TX
Adam C. Broughton
CRD# 4431657
Pbl Wealth Management
Similar Advisors
Leah Coleman, financial advisor Austin TX
Leah Coleman
CRD# 5872877
Orchard Financial
Similar Advisors
Vincent Abio, financial advisor Austin TX
Vincent R. Abio
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Beck Capital Management, LLC Austin, TX May 2014 - Current 9
The University Of Texas Austin Austin, TX Sep 1971 - Aug 2019 47
Public Service Mutual Insurance Co New York, NY Jan 1988 - Mar 2017 29
Beck Capital Management, LLC Austin, TX May 2013 - May 2014 1
Beck Capital Management, LLC Austin, TX Dec 2011 - May 2014 2

Lewis Spellman has no recent exams reported.
Contact Info for Lewis J. Spellman
Phone Number: 512-345-6789
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    385
    MILLIONS
  • Total Number of Accounts
    970
    ACCOUNTS
  • Average Account Value
    $396,506
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, IL, LA, TX

Ready to hire a financial advisor? Get competitive proposals from multiple 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.