Eileen Allred, financial advisor Raleigh NC
93 score

Eileen Allred

CRD Number: 1059705
Current Firm: Lewis Financial Management, LLC

Eileen Allred (CRD# 1059705) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 34 years of experience in the finance industry.

Similar Advisors
Marc Becker, financial advisor Raleigh NC
Marc S. Becker
CRD# 4247479
Wiser Financial Coaching, LLC
Score
102
Similar Advisors
Nicholas Pino, financial advisor Raleigh NC
Nicholas J. Pino
CRD# 4741498
Signator Investors, Inc.
Score
100
Similar Advisors
Ryan Thomsen, financial advisor Raleigh NC
Ryan Thomsen
CRD# 5438732
Oak City Consulting, LLC
Score
100
Company Name Location Dates Years
Lewis Financial Management LLC Raleigh, NC Jun 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1982
S65 NASAA Investment Advisors Law Examination Dec 2005
Contact Info for Eileen N. Allred
Phone Number: 919-872-7000
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    219
    MILLIONS
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $1,918,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, TX

Ready to hire a financial advisor? Get competitive proposals from Eileen Allred and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.