Adrian Lewis (CRD# 7739611) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Ormond Beach, FL and has 1 year of experience in the finance industry.
CRD# 728734
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 2467543
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Ormond Beach, FL | May 2023 - Current | 1 |
| Charles Schwab Bank, Ssb | Ormond Beach, FL | May 2023 - Current | 1 |
| Farmers Insurance / Transameri | Middleburg, FL | Aug 2022 - May 2023 | < 1 |
| University Of North Florida | Jacksonville, FL | Aug 2019 - May 2023 | 3 |
| O'quinn Insurance | Ormond Beach, FL | Dec 2021 - Jul 2022 | < 1 |
| Farmers Insurance | Jacksonville, FL | Jan 2021 - Dec 2021 | < 1 |
| Allstate Insurance | Jacksonville, FL | Jan 2020 - Jan 2021 | 1 |
| Student | Jacksonville, FL | Aug 2013 - Aug 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- FL
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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