James Lewis, financial advisor Honolulu HI

James Lewis

CRD Number: 4721138
Current Firm: Legacy Wealth Management, LLC

James Lewis (CRD# 4721138) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Honolulu, HI and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Legacy Wealth Management, LLC Boise, ID Jan 2019 - Current 2
Law Offices Of James B. Lewis Minneapolis, MN Sep 1999 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2004
S65 NASAA Investment Advisors Law Examination Dec 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for James B. Lewis
Phone Number: 208-955-0500
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    1,620
    ACCOUNTS
  • Average Account Value
    $74,407
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, IL, MI, MN, MT, NC, NJ, NY, OH, OR, TN, TX, UT, WA

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