Eileen AllredCRD 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.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Lewis Financial Management LLC||Raleigh, NC||Jun 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1982|
|S65||NASAA Investment Advisors Law Examination||Dec 2005|
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