Sabina Lewis (CRD# 6208490) is an Investment Advisor Representative working at Avant-garde Wealth in Smiths Grove, KY and has 1 year of experience in the finance industry. Sabina Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6608563
Edward Jones
CRD# 6397789
Avantax Advisory Services
CRD# 3088602
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avant-garde Wealth, LLC | Smiths Grove, KY | Jul 2022 - Current | 1 |
| Avant-garde Wealth, LLC | Smiths Grove, KY | Feb 2020 - Jul 2022 | 2 |
| Virtual Handoff, LLC | Bowling Green, KY | Jan 2017 - Jul 2022 | 5 |
| Colorflow Studio | Smiths Grove, KY | Jan 2019 - Dec 2021 | 2 |
| Origin Financial | San Francisco, CA | Jun 2021 - Jul 2021 | < 1 |
| Vipkid Hk, Ltd. | Beijing, | Oct 2019 - Jan 2021 | 1 |
| Extreme Fitness For Women, Inc. | Glasgow, KY | Jan 2018 - Mar 2020 | 2 |
| Journey Financial Management, LLC | Bowling Green, KY | Aug 2017 - Feb 2020 | 2 |
| Independent Contractor | Bowling Green, KY | Sep 2016 - Dec 2016 | < 1 |
| Yeske Buie | San Francisco, CA | Aug 2014 - Jun 2016 | 1 |
| Wealth Management, Inc. | Bowling Green, KY | May 2013 - Jul 2014 | 1 |
| Old Navy | Bowling Green, KY | Sep 2011 - Jul 2014 | 2 |
| Western Kentucky University, Department Of Finance | Bowling Green, KY | May 2012 - May 2014 | 2 |
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Total Assets Under Management1MILLIONS
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Total Number of Accounts24ACCOUNTS
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Average Account Value$22,021
- 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
- Educational seminars/workshops
KY
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