Susan Lewis (CRD# 1312063) is an Investment Advisor Representative working at Avantax Advisory Services in Sandersville, GA and has over 38 years of experience in the finance industry.
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| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Insurance Agency, Inc. | Sandersville, GA | Sep 2017 - Current | 6 |
| First Income Advisors | Eden Praire, MN | May 2016 - Current | 8 |
| Avantax Advisory Services | Sandersville, GA | Oct 2010 - Current | 13 |
| Avantax Insurance Services, LLC | Sandersville, GA | Dec 2009 - Current | 14 |
| Avantax Investment Services, Inc. | Sandersville, GA | Dec 2009 - Current | 14 |
| Donnie Sweat Cpa | Wrightsville, GA | Dec 2009 - Current | 14 |
| Slcs Property | Sandersville, GA | Dec 2008 - Current | 15 |
| City Hall/historic And Developmental | Sandersville, GA | Jan 2004 - Current | 20 |
| Susan Lewis Real Estate | Sandersville, GA | Jan 1994 - Current | 30 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2010 |
- GA
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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