David Lewis, financial advisor Seattle WA
51 score

David Lewis

CRD Number: 1004661
Current Firm: First Washington Corporation

David Lewis (CRD# 1004661) is an Investment Advisor Representative working at First Washington Corporation in Seattle, WA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
First Washington Corporation Seattle, WA May 2003 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
S65 NASAA Investment Advisors Law Examination Nov 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Regulatory Event
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for David D. Lewis
Phone Number: 206-624-8320
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    212
    MILLIONS
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $4,510,257
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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BADGES
51

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