Lewis Bennett, financial advisor Punta Gorda FL
96 score

Lewis Bennett

CRD 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 17 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.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors Financial Network, LLC Punta Gorda, FL Jun 2012 - Current 4
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
Contact Info for Lewis C. Bennett
Phone Number: 314-875-3000
Firm Website: http://www.wachovia.com
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    38,415
    MILLIONS
  • Total Number of Accounts
    131,465
    ACCOUNTS
  • Average Account Value
    $292,208
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)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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