Thea Lewis, financial advisor Irvine CA
96 score

Thea Lewis

CRD Number: 3123685
Current Firm: American Funds Distributors, Inc.

Thea Lewis (CRD# 3123685) is an Investment Advisor Representative working at American Funds Distributors, Inc. in Irvine, CA and has over 18 years of experience in the finance industry. Thea Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
James Skorheim, financial advisor Irvine CA
James M. Skorheim
CRD# 6384003
Dorman Skorheim Wealth Management LLC
Similar Advisors
Jeffrey Tilson, financial advisor Irvine CA
Jeffrey S. Tilson
CRD# 4504995
Jst Investment Consulting
Similar Advisors
Ashley Bleckner, financial advisor Irvine CA
Ashley N. Bleckner
CRD# 6556257
Rs Crum Inc.
Professional Designations
Company Name Location Dates Years
American Funds Irvine, CA Jun 2014 - Current 2
Sierra Investment Management Santa Monica, CA Apr 2012 - May 2014 2
Unemployed Redondo Beach, CA Feb 2012 - Mar 2012 < 1
Penniall & Associates, Inc. Pasadena, CA Aug 2010 - Feb 2012 1
Executive Assistants Network, Inc. Los Angeles, CA Jun 2010 - Jul 2010 < 1
Griffin Pensions Los Angeles, CA Dec 2009 - Jul 2010 < 1
Homemaker Redondo Beach, CA Jan 2008 - Dec 2009 1
The Hartford Los Angeles, CA Oct 2005 - Jan 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2014
S65 NASAA Investment Advisors Law Examination Nov 1998
Contact Info for Thea R. Lewis
Phone Number: 213-486-9200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.