Alan Lewis, financial advisor San Diego CA

Alan Lewis

CRD Number: 5788224
Current Firm: Diversy Advisory Services, LLC

Alan Lewis (CRD# 5788224) is an Investment Advisor Representative working at Diversy Advisory Services, LLC in San Diego, CA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Diversy Advisory Services, LLC San Diego, CA Dec 2021 - Current < 1
Diversy Advisory Services, LLC San Diego, CA Oct 2021 - Current < 1
Diversyfund, Inc. San Diego, CA Aug 2016 - Current 5
Jf Capital Centerville, UT Oct 2014 - Jul 2016 1
Brill Securities, Inc. New York, NY Mar 2010 - Oct 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S65 NASAA Investment Advisors Law Examination May 2021
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.

Get Details on the FINRA Advisor Check site
Contact Info for Alan R. Lewis
Phone Number: 858-430-8528
Firm Website: https://diversyfund.com/
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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