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 35 years of experience in the finance industry.
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|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