Lewis Grace, financial advisor Conyers GA
93 score

Lewis Grace

CRD Number: 5601363
Current Firm: Independent Financial Partners

Lewis Grace (CRD# 5601363) is an Investment Advisor Representative working at Independent Financial Partners in Conyers, GA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Independent Financial Partners Conyers, GA Oct 2013 - Current 3
Lpl Financial LLC Conyers, GA Sep 2012 - Current 4
Edward Jones St. Louis, MO Sep 2008 - Aug 2012 3
The Lawless Group Dallas, TX Oct 2007 - Jun 2008 < 1
Robert Bosch Tool Corporation Mt. Prospect, IL Sep 2006 - Oct 2007 1
United Rentals, Inc. Franklin, TN Mar 2005 - Sep 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Lewis J. Grace
Phone Number: 813-341-0960
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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