Dorothy Lewis (CRD# 1042516) is an Investment Advisor Representative working at Financial Insights in Tacoma, WA and has over 41 years of experience in the finance industry. Dorothy Lewis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 5464276
Sitka Pacific Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Insights, Inc. | Tacoma, WA | Sep 1980 - Current | 43 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1982 |
- TX
- WA
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Total Assets Under Management789MILLIONS
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Total Number of Accounts2,079ACCOUNTS
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Average Account Value$379,555
- A percentage of assets under your management
- Hourly charges
- 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
AZ, CA, FL, ID, LA, OR, TX, WA
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