Kevin LewisCRD Number: 6326246
Current Firm: Edward Jones
Kevin Lewis (CRD# 6326246) is an Investment Advisor Representative working at Edward Jones in Charlotte, NC and has over 3 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Edward Jones||St Louis, MO||May 2014 - Current||3|
|A&a Services||Gurnee, IL||Aug 2013 - Apr 2014||< 1|
|Olds Products Co||Pleasant Prairie, WI||Dec 2011 - Oct 2013||1|
|Ww Grainger||Lincolnshire, IL||Jul 2011 - Dec 2011||< 1|
|Augustana College - Campus Recreation||Rock Island, IL||Apr 2009 - May 2011||2|
|America's Action Territory||Kenosha, WI||May 2007 - Aug 2010||3|
|Junior/high School||Antioch, IL||Sep 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV