Kara Lewis, financial advisor Salisbury MD
78 score

Kara Lewis

CRD Number: 5923732
Current Firm: Edward Jones

Kara Lewis (CRD# 5923732) is an Investment Advisor Representative working at Edward Jones in Salisbury, MD and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO May 2011 - Current 5
Unemployed Salisbury, MD Mar 2011 - May 2011 < 1
Harold R. White Company Inc. Salisbury, MD Oct 2010 - Mar 2011 < 1
American Promotional Events, Inc. Florence, AL May 2007 - Sep 2010 3
Hilton Construction, Inc. Salisbury, MD Mar 2003 - May 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Kara A. Lewis
Phone Number: 314-515-2000
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
78

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