Adam LewisCRD Number: 5451142
Current Firm: Cornerstone Advisors Inc.
Adam Lewis (CRD# 5451142) is an Investment Advisor Representative working at Cornerstone Advisors Inc. in Bellevue, WA and has over 8 years of experience in the finance industry.
Brighton Jones LLC
|Hornor Townsend & Kent Inc.||Horsham, PA||Nov 2007 - Current||8|
|The Penn Mutual Life Ins Co||Horsham, PA||Oct 2007 - Current||9|
|Pacifica Capital Resource Group||Bellevue, WA||Oct 2007 - Current||9|
|Unemployed||Spokane, WA||Jun 2007 - Sep 2007||< 1|
|Birch Horton Bittner||Anchorage, AK||Dec 2004 - May 2007||2|
|Gonzaga Univ||Spokane, WA||Aug 2004 - May 2007||2|
|Seattle City Attorney||Seattle, WA||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2011|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management3,121MILLIONS
Total Number of Accounts3,842ACCOUNTS
Average Account Value$812,387
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
AK, AZ, CA, FL, OR, TX, WA
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