Ray Lewis (CRD# 1796204) is an Investment Advisor Representative working at Brandes Investment Partners, LP in San Diego, CA and has over 35 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alps Distributors, Inc. | Denver, CO | Sep 2015 - Current | 8 |
| Brandes Investment Partners, LP | La Jolla, CA | Oct 2004 - Current | 19 |
| Quasar Distributors, LLC | Milwaukee, WI | Oct 2001 - Aug 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1988 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1992 |
- CA
-
Total Assets Under Management22,214MILLIONS
-
Total Number of Accounts9,220ACCOUNTS
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Average Account Value$2,409,337
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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