Richard Lewis, financial advisor Irvine CA

Richard Lewis

CRD Number: 5198973
Current Firm: White Stork Asset Management LLC

Richard Lewis (CRD# 5198973) is an Investment Advisor Representative working at White Stork Asset Management LLC in Irvine, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
White Stork Asset Management LLC Irvine, CA Dec 2018 - Current 5
Raj Vasudevan LLC Irvine, CA Sep 2016 - Oct 2018 2
Latticeworkinvesting.com Yorba Linda, CA Nov 2015 - Aug 2016 < 1
Full Time Education Yorba Linda, CA Feb 2014 - Oct 2015 1

Richard Lewis has no recent exams reported.
Contact Info for Richard A. Lewis
Phone Number: 978-435-1676
Registered State(s):
  • CA
Current Firm Details
White Stork Asset Management LLC
Firm's CRD Number: 289149
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $74,861
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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