Lewis Carpenter (CRD# 5237785) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 14 years of experience in the finance industry.
CRD# 6113667
Lpl Financial LLC
CRD# 4524182
Cwm, LLC
CRD# 2908774
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Carpenter Financial | Kennewick, WA | Nov 2023 - Current | < 1 |
| Epic Trust Investment Advisors, LLC | Richland, WA | May 2023 - Current | < 1 |
| Carpenter Capital | Kennewick, WA | Sep 2018 - Current | 5 |
| Equilus Group Inc. | East Wenatchee, WA | May 2019 - Aug 2023 | 4 |
| Ohio National Financial | Kennewick, WA | Jun 2017 - May 2019 | 1 |
| Key Bank | Richland, WA | Oct 2015 - Jun 2017 | 1 |
| Principal Life Insurance Company | Kennewick, WA | Jul 2015 - Oct 2015 | < 1 |
| Princor Financial Services Corporation | Kennewick, WA | Jul 2015 - Oct 2015 | < 1 |
| Mass Mutual Life Insurance Company | Yakima, WA | Jul 2013 - Jul 2015 | 2 |
| Mml Investors Services | Yakima, WA | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- WA
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Total Assets Under Management277MILLIONS
-
Total Number of Accounts1,674ACCOUNTS
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Average Account Value$165,736
- 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
AR, AZ, CA, FL, ID, IL, LA, MI, NV, OH, OK, TX, UT, VA, WA, WY
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