Betty Lewis (CRD# 6362429) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Myers, FL and has over 5 years of experience in the finance industry. Betty 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.
CRD# 5167067
Advanced Investment Management LLC
CRD# 6376918
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2305670
Truist Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amerivest Realty | Fort Myers, FL | Sep 2020 - Current | 3 |
| Raymond James Financial Services Advisors Inc. | Fort Myers, FL | Dec 2018 - Current | 5 |
| Weinstein Wilkes Financial Group | Fort Myers, FL | Jun 2017 - Current | 6 |
| Weinstein Wilkes Financial Group | Fort Myers, FL | Jun 2017 - Current | 6 |
| Weinstein Wilkes Financial Group | Fort Myers, FL | Jun 2017 - Current | 6 |
| Raymond James Financial Services, Inc. | Fort Myers, FL | Apr 2017 - Current | 7 |
| Royal Shell Real Estate | Fort Myers, FL | Oct 2016 - Current | 7 |
| Century 21 Sunbelt Realty, Inc. | Fort Myers, FL | Mar 2015 - Sep 2016 | 1 |
| Raymond James Financial Services, Inc. | Fort Myers, FL | Jun 2014 - May 2015 | < 1 |
| Wear The Fund | Fort Myers, FL | Jun 2014 - Feb 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- FL
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
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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