David Lewis (CRD# 6936572) is an Investment Advisor Representative working at Eagle Strategies LLC in Lynden, WA and has over 5 years of experience in the finance industry.
CRD# 2375862
D.a. Davidson & Company
CRD# 4769925
Lpl Financial LLC
CRD# 1466824
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Larsen Financial Services | Lynden, WA | Jan 2020 - Current | 4 |
| Eagle Strategies LLC | Lynden, WA | Sep 2019 - Current | 4 |
| Nylife Securities LLC | Bellevue, WA | May 2018 - Current | 6 |
| New York Life Insurance Co | Bellevue, WA | Apr 2018 - Current | 6 |
| The University Of Alabama | Tuscaloosa, AL | Aug 2014 - Mar 2018 | 3 |
| The University Of Alabama | Tuscaloosa, AL | Aug 2014 - Mar 2018 | 3 |
| University Of Alabama | Tuscaloosa, AL | Aug 2014 - Mar 2018 | 3 |
| The Johns Hopkins Center For Talented Yo | Baltimore, MD | Jul 2016 - Aug 2016 | < 1 |
| David Lewis | Lynden, WA | Sep 2011 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2019 |
- WA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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