Lewis RowellCRD Number: 6232546
Current Firm: Wells Fargo Advisors, LLC
Lewis Rowell (CRD# 6232546) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Wells Fargo Advisors||Charlotte, NC||Nov 2014 - Current||2|
|Unemployed||Greensboro, NC||Jul 2014 - Nov 2014||< 1|
|Edward Jones||St Louis, MO||Aug 2013 - Jul 2014||< 1|
|Maccord & Mason Pllc||Greensboro, NC||Apr 2013 - Aug 2013||< 1|
|Lewis S. Rowell||Greensboro, NC||Mar 2013 - Apr 2013||< 1|
|Womble Carlyle Sandridge & Rice||Greensboro, NC||Jan 2009 - Feb 2013||4|
|Womble Carlyle Sandridge & Rice||Greensboro, NC||Jul 2001 - Dec 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2013|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, 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
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