Delcena Lewis, financial advisor Maitland FL

Delcena Lewis

CRD Number: 4468804
Current Firm: Rd Lewis Wealth Management

Delcena Lewis (CRD# 4468804) is an Investment Advisor Representative working at Rd Lewis Wealth Management in Maitland, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Rd Lewis Holdings, Inc. Orlando, FL Dec 2010 - Current 13
Independent Financial Partners Orlando, FL Aug 2016 - Aug 2018 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Delcena D. Lewis
Phone Number: 407-446-3737
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    184
    MILLIONS
  • Total Number of Accounts
    750
    ACCOUNTS
  • Average Account Value
    $245,101
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

FL, TX

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