Gregory LewisCRD Number: 3068246
Current Firm: Ells Financial Services LLC
Gregory Lewis (CRD# 3068246) is an Investment Advisor Representative working at Ells Financial Services LLC in Santa Ana, CA and has over 19 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Rs Crum Inc.
|Ells Financial Services LLC||Santa Ana, CA||Mar 2015 - Current||2|
|Oppenheimer Asset Management Inc.||New York, NY||Apr 2003 - Current||14|
|Elliott, Lewis, Lieber & Stumpf, Inc.||Santa Ana, CA||Dec 1978 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
|S66||NASAA Uniform Combined State Law Examination||Nov 2001|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Selection of other advisers (including private fund managers)