Tristan Lewis (CRD# 4647376) is an Investment Advisor Representative working at Objective Capital Management, LLC in Pepper Pike, OH and has over 20 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spire Securities | Cleveland, OH | Jan 2011 - Current | 13 |
| Objective Capital Management, LLC | Cleveland, OH | Jan 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2003 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- FL
- OH
- TX
-
Total Assets Under Management382MILLIONS
-
Total Number of Accounts1,000ACCOUNTS
-
Average Account Value$381,654
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, IL, IN, MI, NH, NY, OH, TX
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