Stephen Lewis (CRD# 1307679) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Greenville, PA and has over 39 years of experience in the finance industry.
CRD# 5188229
Raymond James Financial Services Advisors, Inc.
CRD# 4557403
Essential Financial Planning, Inc.
CRD# 2910271
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Feb 2018 - Current | 6 |
| Stifel, Nicolaus & Company, Incorporated | Sharon, PA | Mar 2009 - Feb 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1984 |
- PA
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- 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)
- Market timing services
- 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, VI, VT, WA, WI, WV, WY
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