Lewis BennettCRD Number: 3131659
Current Firm: Wells Fargo Advisors Financial Network, LLC
Lewis Bennett (CRD# 3131659) is an Investment Advisor Representative working at Wells Fargo Advisors Financial Network, LLC in Punta Gorda, FL and has over 18 years of experience in the finance industry. Lewis Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Raymond James Financial Services Advisors, Inc.
Signator Investors, Inc.
Darryll R. Bauchert, Sr., Mba, Cfp
|Wells Fargo Advisors Financial Network, LLC||Punta Gorda, FL||Jun 2012 - Current||5|
|Bank Of America, Na||Punta Gorda, FL||Dec 2009 - Jun 2012||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Putna Gorda, FL||Mar 1999 - Dec 2009||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 1999|
Total Assets Under Management38,415MILLIONS
Total Number of Accounts131,465ACCOUNTS
Average Account Value$292,208
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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