Austin LewisCRD Number: 6120895
Current Firm: Rooted Financial Planning
Austin Lewis (CRD# 6120895) is an Investment Advisor Representative working at Rooted Financial Planning in Fort Worth, TX and has over 4 years of experience in the finance industry. Austin 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.
Khp Capital LLC
Commonwealth Financial Network
Vanderpal Capital Management LLC
|Rooted Financial Planning LLC||Fort Worth, TX||Oct 2015 - Current||1|
|Transamerica Financial Advisors, Inc.||Plano, TX||Apr 2015 - Nov 2015||< 1|
|Valic Financial Advisores||Plano, TX||Aug 2014 - Apr 2015||< 1|
|Rogers Wealth Group, Inc.||Fort Worth, TX||Feb 2014 - Aug 2014||< 1|
|Fidelity Brokerage Services LLC||Westlake, TX||Sep 2012 - Feb 2014||1|
|Wells Fargo Home Mortgage||Arlington, TX||Feb 2012 - Sep 2012||< 1|
|Wells Fargo Bank Na||Grand Prairie, TX||Aug 2011 - Feb 2012||< 1|
|Wells Fargo Na||Grand Prarie, TX||Feb 2011 - Aug 2011||< 1|
|Dallas Baptist University||Dallas, TX||Oct 2010 - Feb 2011||< 1|
|Dallas Baptist University||Dallas, TX||Jul 2010 - Oct 2010||< 1|
|Pine Cove||Tyler, TX||May 2010 - Jul 2010||< 1|
|Buckle Inc.||Sherman, TX||Jan 2010 - May 2010||< 1|
|Austin College||Sherman, TX||Aug 2009 - Jan 2010||< 1|
|City Of Frisco Aquatics||Frisco, TX||May 2009 - Aug 2009||< 1|
|Cotton Patch Restaraunt||Frisco, TX||Jan 2009 - May 2009||< 1|
|Student||Frisco, TX||Jan 2004 - May 2009||5|
|Centennial High School||Frisco, TX||Aug 2008 - Jan 2009||< 1|
|Cure Financial||Plano, TX||May 2008 - Aug 2008||< 1|
|Sprint Communications||Plano, TX||Jan 2008 - May 2008||< 1|
|Centennial High School||Frisco, TX||Aug 2007 - Jan 2008||< 1|
|Cure Financial||Plano, TX||May 2007 - Aug 2007||< 1|
|Centennial High School||Frisco, TX||Aug 2006 - May 2007||< 1|
|Cure Financial||Plano, TX||May 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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