Teresa Lewis (CRD# 5703726) is an Investment Advisor Representative working at Lewis Advisory Group in San Diego, CA and has over 14 years of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 4503027
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lewis Advisory Group, LLC | San Diego, CA | Jun 2009 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- CA
-
Total Assets Under Management61MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$1,095,658
- 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
CA
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