Zachary Lewis (CRD# 7794056) is an Investment Advisor Representative working at Evoke Advisors in Los Angeles, CA and has 1 year of experience in the finance industry.
CRD# 5779397
Madison Avenue Securities, LLC
CRD# 2485305
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4793512
U.s. Bancorp Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Evoke Advisors | Los Angeles, CA | Mar 2023 - Current | 1 |
Unemployed | Los Angeles, CA | Sep 2022 - Mar 2023 | < 1 |
Ucla Lake Arrowhead Conference Center | Lake Arrowhead, CA | Jun 2022 - Sep 2022 | < 1 |
University Of California Los Angeles | Los Angeles, CA | Sep 2018 - Jun 2022 | 3 |
Ucla Lake Arrowhead Conference Center | Lake Arrowhead, CA | Jun 2021 - Sep 2021 | < 1 |
Ucla Lake Arrowhead Conference Center | Lake Arrowhead, CA | Jun 2019 - Sep 2019 | < 1 |
Middle School And High School | San Diego, CA | Jan 2010 - Jun 2018 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management13,363MILLIONS
-
Total Number of Accounts9,915ACCOUNTS
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Average Account Value$1,347,750
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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