Gregory Lewis, financial advisor Norman OK
93 score

Gregory Lewis

CRD Number: 1258059
Current Firm: Voya Financial Advisors, Inc.

Gregory Lewis (CRD# 1258059) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Norman, OK and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Conway, AR Sep 2014 - Current 2
Lewis Strategic Wealth Management Conway, AR Feb 2003 - Current 13
Lewis Financial Services Conway, AZ Jul 2001 - Current 15
Ing Financial Partners, Inc. Conway, AR Jan 2004 - Sep 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1984
S65 NASAA Investment Advisors Law Examination Sep 1999
Contact Info for Gregory E. Lewis
Phone Number: 1-800-356-2906
Registered State(s):
  • AR
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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