Tyler Lewis, financial advisor Laconia NH

Tyler Lewis

CRD Number: 6812159
Current Firm: Prospera Financial Services, Inc.

Tyler Lewis (CRD# 6812159) is an Investment Advisor Representative working at Prospera Financial Services, Inc. in Laconia, NH and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Prospera Financial Services Inc. Dallas, TX Mar 2021 - Current 3
Cetera Advisor Networks El Segundo, CA Sep 2020 - Mar 2021 < 1
Unemployment Colchester, CT May 2020 - Sep 2020 < 1
School/student Smithfield, RI Sep 2019 - May 2020 < 1
Bryant University Rhode Island, RI Oct 2017 - May 2020 2
Edward Jones Colchester, CT Jun 2019 - Aug 2019 < 1
School/student Smithfield, RI Sep 2018 - Jun 2019 < 1
Reed Wealth Management Colchester, CT May 2018 - Aug 2018 < 1
School/student Smithfield, RI Sep 2017 - May 2018 < 1
Reed Wealth Management Colchester, CT May 2017 - Aug 2017 < 1
School/student Smithfield, RI Sep 2016 - May 2017 < 1
Brownstone Exploration And Discovery Park Portland, CT Apr 2016 - Aug 2016 < 1
School/student Colchester, CT Jan 2015 - Apr 2016 1
School/student Colchester, CT Jan 2014 - Jan 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2020
Contact Info for Tyler R. Lewis
Phone Number: 972-581-3000
Registered State(s):
  • CT
  • MA
  • TX
By the Numbers
  • Total Assets Under Management
    7,913
    MILLIONS
  • Total Number of Accounts
    20,915
    ACCOUNTS
  • Average Account Value
    $378,345
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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

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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