James Lewis (CRD# 1801826) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Lincolnshire, IL and has over 24 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Empower Advisory Group, LLC | Greenwood Village, CO | Apr 2024 - Current | < 1 |
Gwfs Equities, Inc. | Scranton, PA | Apr 2022 - Current | 2 |
Prudential Insurance Company Of America | Deerfield, IL | Apr 2012 - Apr 2022 | 10 |
Prudential Investment Management Services | Deerfield, IL | Apr 2012 - Apr 2022 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2000 |
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- IL
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Total Assets Under Management134,279MILLIONS
-
Total Number of Accounts188,739ACCOUNTS
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Average Account Value$711,454
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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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