Dana LewisCRD 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 20 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|H.d.vest Advisory Services||Gotha, FL||Dec 2011 - Current||6|
|H.d. Vest Financial Services||Ocoee, FL||Jul 2010 - Current||7|
|H.d. Vest Insuranceservices||Ocoee, FL||Jul 2010 - Current||7|
|Dml Financial Services||Gotha, FL||Aug 2003 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY