Everett LewisCRD Number: 6415127
Current Firm: Buckingham Asset Management, LLC
Everett Lewis (CRD# 6415127) is an Investment Advisor Representative working at Buckingham Asset Management, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Buckingham Asset Management, LLC||Saint Louis, MO||Jul 2014 - Current||3|
|Saint Louis City Collector Of Revenue's Office||Saint Louis, MO||Jun 2012 - Jul 2014||2|
|Saint Louis University Law School||Saint Louis, MO||Aug 2010 - May 2013||2|
|St. Louis Striping||Saint Louis, MO||Oct 2004 - Jun 2012||7|
|Live Nation Inc.||Saint Louis, MO||Jun 2008 - Jul 2010||2|
|Saint Louis University||Saint Louis, MO||Aug 2005 - Dec 2009||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management7,681MILLIONS
Total Number of Accounts14,433ACCOUNTS
Average Account Value$532,200
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV