Dana Lewis, financial advisor Gotha FL
93 score

Dana Lewis

CRD Number: 2989082
Current Firm: H.d. Vest Advisory Services, Inc.

Dana Lewis (CRD# 2989082) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Gotha, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
H.d.vest Advisory Services Gotha, FL Dec 2011 - Current 5
H.d. Vest Financial Services Ocoee, FL Jul 2010 - Current 6
H.d. Vest Insuranceservices Ocoee, FL Jul 2010 - Current 6
Dml Financial Services Gotha, FL Aug 2003 - Current 13
Merrimac Corporate Securities Inc. Londwood, FL Jan 2004 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1998
S66 NASAA Uniform Combined State Law Examination Feb 2012
Contact Info for Dana M. Lewis
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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