Daniel Lewis, financial advisor Pendleton SC

Daniel Lewis

CRD Number: 6789202
Current Firm: Cetera Advisor Networks LLC

Daniel Lewis (CRD# 6789202) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Pendleton, SC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Aci Financial Pendleton, SC May 2017 - Current 3
Cetera Advisor Networks LLC El Segundo, CA May 2017 - Current 3
Td Bank Greenville, SC Sep 2016 - Mar 2017 < 1
School Lexington, KY Sep 2015 - Aug 2016 < 1
Upstate Materials Easley, SC Jan 2012 - Aug 2015 3
School Central, SC Aug 2007 - May 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Daniel M. Lewis
Phone Number: 310-326-3100
Registered State(s):
  • SC
By the Numbers
  • Total Assets Under Management
    25,829
    MILLIONS
  • Total Number of Accounts
    85,917
    ACCOUNTS
  • Average Account Value
    $300,627
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV, WY

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