Charles Lewis, financial advisor Seattle WA

Charles Lewis

CRD Number: 1203558
Current Firm: Lpl Financial LLC

Charles Lewis (CRD# 1203558) is an Investment Advisor Representative working at Lpl Financial LLC in Seattle, WA and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Seattle, WA Dec 2008 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1985
Contact Info for Charles B. Lewis
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, VI, VT, WA, WI, WV, WY

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