Lewis AffettoCRD Number: 5709744
Current Firm: Kestra Advisory Services, LLC
Lewis Affetto (CRD# 5709744) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Elmhurst, IL and has over 10 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Securities America Advisors, Inc.
|Kestra Investment Services, LLC||Elmhurst, IL||Oct 2021 - Current||< 1|
|Kestra Advisory Services, LLC||Elmhurst, IL||Oct 2021 - Current||< 1|
|Hornor Townsend & Kent Inc.||Horsham, PA||Aug 2009 - Oct 2021||12|
|Penn Mutual Life Ins Co||Horsham, PA||Aug 2009 - Oct 2021||12|
|Bernard A Affetto & Co||Elmhurst, IL||Nov 1984 - Oct 2021||36|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management45,081MILLIONS
Total Number of Accounts127,790ACCOUNTS
Average Account Value$352,772
- 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, 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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