Lewis Rowe, financial advisor Bloomfield Hills MI

Lewis Rowe

CRD Number: 1349573
Current Firm: Lpl Financial LLC

Lewis Rowe (CRD# 1349573) is an Investment Advisor Representative working at Lpl Financial LLC in Bloomfield Hills, MI and has over 38 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Bloomfield Hills, MI Nov 2020 - Current 3
Institutional Investment Consulting (iic) Bloomfield Hills, MI Feb 2019 - Current 5
Lpl Financial, LLC Bloomfield Hills, MI Feb 2019 - Nov 2020 1
Citizens Securities, Inc. Taylor, MI Apr 2018 - Jan 2019 < 1
The Huntington Investment Company Columbus, OH Apr 2016 - Apr 2018 2
Fifth Third Securities Taylor, MI Mar 2015 - Apr 2016 1
Oppenheimer & Company Inc. Wyandotte, MI Aug 2011 - Mar 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1985
S66 NASAA Uniform Combined State Law Examination Sep 2004
Disclosure Information

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
Contact Info for Lewis M. Rowe
Phone Number: 704-733-3300
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • 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, WY

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