Kenneth Lewis, financial advisor Lawton OK
93 score

Kenneth Lewis

CRD Number: 5563040
Current Firm: Waddell & Reed

Kenneth Lewis (CRD# 5563040) is an Investment Advisor Representative working at Waddell & Reed in Lawton, OK and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Waddell & Reed, Inc. Lawton, OK Jul 2009 - Current 7
Various Insurance Carriers For W&r Insurance Agencies Lawton, OK Jul 2009 - Current 7
Unemployed Lawton, OK Mar 2009 - Jul 2009 < 1
Edward Jones St Louis, MO Jul 2008 - Mar 2009 < 1
Goodyear Tire And Rubber Lawton, OK Mar 2006 - Jul 2008 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Contact Info for Kenneth A. Lewis
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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