Lewis Thomas, financial advisor Lynchburg VA
89 score

Lewis Thomas

CRD Number: 6266225
Current Firm: Davidson & Garrard Inc.

Lewis Thomas (CRD# 6266225) is an Investment Advisor Representative working at Davidson & Garrard Inc. in Lynchburg, VA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Davidson & Garrard, Inc. Lynchburg, VA Aug 2009 - Current 7
Timberlake Christian Schools Forest, VA Aug 2008 - Jun 2009 < 1
Lil Cucci's Forest, VA Nov 2005 - Jul 2008 2
Liberty University Lynchburg, VA Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2013
Contact Info for Lewis L. Thomas
Phone Number: 434-847-6600
Firm Website: http://www.dg-g.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    652
    MILLIONS
  • Total Number of Accounts
    1,277
    ACCOUNTS
  • Average Account Value
    $510,671
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, DC, FL, GA, LA, MD, NC, NY, SC, SD, TN, TX, VA, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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