David Lewis, financial advisor Greenville SC
92 score

David Lewis

CRD Number: 6154168
Current Firm: Fintrust Investment Advisory Services, LLC

David Lewis (CRD# 6154168) is an Investment Advisor Representative working at Fintrust Investment Advisory Services, LLC in Greenville, SC and has over 3 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Fintrust Investment Advisory Services, LLC Greenville, SC Jan 2013 - Current 3
Fintrust Brokerage Services, LLC Greenville, SC Jan 2013 - Current 3
Stewart Enterprises, Inc. Jefferson, LA Sep 1993 - Dec 2012 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
Contact Info for David E. Lewis
Phone Number: 864-288-2849
Registered State(s):
  • LA
  • TX
  • SC
By the Numbers
  • Total Assets Under Management
    316
    MILLIONS
  • Total Number of Accounts
    700
    ACCOUNTS
  • Average Account Value
    $451,160
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • 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)
Types of Clients
Registered States

CA, CO, FL, GA, LA, NC, NH, SC, TX

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BADGES
92
Clean Record
This advisor has a clean track record with regulators.

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