Brendan Lewis (CRD# 4018373) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Laconia, NH and has over 24 years of experience in the finance industry.
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
CRD# 1775408
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Prospera Financial Services Inc. | Dallas, TX | Mar 2020 - Current | 4 |
| Cetera Advisor Networks LLC | Colchester, CT | Sep 2019 - Mar 2020 | < 1 |
| Summit Financial Group | Colchester, CT | Jul 2019 - Mar 2020 | < 1 |
| Summit Brokerage Services | Colchester, CT | Jul 2019 - Sep 2019 | < 1 |
| Wells Fargo Advisors Financial Network LLC | Colchester, CT | May 2011 - Jul 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- NH
- TX
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Total Assets Under Management7,913MILLIONS
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Total Number of Accounts20,915ACCOUNTS
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Average Account Value$378,345
- A percentage of assets under your management
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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, WY
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