Deborah LewisCRD Number: 1982851
Current Firm: Lewis Financial Management, LLC
Deborah Lewis (CRD# 1982851) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 17 years of experience in the finance industry. Deborah Lewis 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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Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Mar 2013 - Current||4|
|Lewis Financial Management, LLC||Raleigh, NC||Apr 2011 - Current||6|
|H.beck, Inc.||Rockville, MD||Dec 2011 - Mar 2013||1|
|Unemployed||Raleigh, NC||Apr 2003 - Mar 2011||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management219MILLIONS
Total Number of Accounts114ACCOUNTS
Average Account Value$1,918,205
- 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