Marcia Lewis, financial advisor Bolton MA

Marcia Lewis

CRD Number: 6399291
Current Firm: Financial Navigators Inc.

Marcia Lewis (CRD# 6399291) is an Investment Advisor Representative working at Financial Navigators Inc. in Bolton, MA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Financial Navigators Inc. Bolton, MA Feb 2024 - Current < 1
Financial Navigators Inc. Littleton, MA Jan 2019 - Feb 2024 5
Financial Navigators Inc. Littleton, MA Jan 2014 - Jan 2019 5
Unemployed/part Time Education Peabody, MA Feb 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Marcia L. Lewis
Phone Number: 978-952-6800
Registered State(s):
  • MA
  • NY
Current Firm Details
Financial Navigators Inc.
Firm's CRD Number: 134873
By the Numbers
  • Total Assets Under Management
    182
    MILLIONS
  • Total Number of Accounts
    611
    ACCOUNTS
  • Average Account Value
    $298,138
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

CO, FL, GA, MA, ME, MI, NH, NY, TX, VT

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