Donald Lewis, financial advisor Encino CA
93 score

Donald Lewis

CRD Number: 1343451
Current Firm: Hilltop Securities Inc.

Donald Lewis (CRD# 1343451) is an Investment Advisor Representative working at Hilltop Securities Inc. in Encino, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
M.l. Stern & Company Inc. Beverly Hills, CA Jan 1985 - Current 31
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
Contact Info for Donald W. Lewis
Phone Number: 214-859-1800
Firm Website: http://genepdickey.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    927
    MILLIONS
  • Total Number of Accounts
    3,659
    ACCOUNTS
  • Average Account Value
    $253,402
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, 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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