William Lewis, financial advisor Eugene OR

William Lewis

CRD Number: 5688108
Current Firm: W.h. Lewis Financial, LLC

William Lewis (CRD# 5688108) is an Investment Advisor Representative working at W.h. Lewis Financial, LLC in Eugene, OR and has over 15 years of experience in the finance industry. William Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Coburg Community Charter School Coburg, OR Aug 2015 - Current 8
W.h. Lewis Financial, LLC Eugene, OR Aug 2009 - Current 14
Lane County School District #52 Eugene, OR Jul 2013 - Jul 2015 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2008
Contact Info for William H. Lewis
Phone Number: 541-870-0389
Registered State(s):
Current Firm Details
W.h. Lewis Financial, LLC
Firm's CRD Number: 282122
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $77,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

OR

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