Susan Lewis, financial advisor Sandersville GA
93 score

Susan Lewis

CRD Number: 1312063
Current Firm: H.d. Vest Advisory Services, Inc.

Susan Lewis (CRD# 1312063) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Sandersville, GA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
First Income Advisors Eden Praire, MN May 2016 - Current < 1
Hd Vest Advisory Services Inc. Sandersville, GA Oct 2010 - Current 6
Hd Vest Insurance Services Wrightsville, GA Dec 2009 - Current 7
H.d. Vest Investment Services Sandersville, GA Dec 2009 - Current 7
Donnie Sweat Cpa Wrightsville, GA Dec 2009 - Current 7
Slcs Property Sandersville, GA Dec 2008 - Current 8
City Hall/historic And Developmental Sandersville, GA Jan 2004 - Current 12
Susan Lewis Real Estate Sandersville, GA Jan 1994 - Current 22
Cantella And Company, Inc. Boston, MA Aug 2008 - Jan 2010 1
Raymond James Financial Services, Inc. Sandersville, GA Jul 1999 - Aug 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Sep 2010
Contact Info for Susan S. Lewis
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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