Dalton Lewis (CRD# 6678444) is an Investment Advisor Representative working at Edward Jones in Union City, TN and has over 7 years of experience in the finance industry.
CRD# 4737203
Lpl Financial LLC
CRD# 5343612
Edward Jones
CRD# 2024985
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Aug 2017 - Current | 6 |
| Edward Jones | Saint Louis, MO | Apr 2017 - Aug 2017 | < 1 |
| Edward Jones | St Louis, MO | Jul 2016 - Feb 2017 | < 1 |
| Unemployed | Obion, TN | Oct 2015 - Jul 2016 | < 1 |
| Kroger | Jackson, TN | May 2015 - Jan 2016 | < 1 |
| Unemployed | Obion, TN | Oct 2014 - May 2015 | < 1 |
| United Parcel Service | Jackson, TN | Aug 2014 - Oct 2014 | < 1 |
| Madison Baptist Church | Jackson, TN | May 2014 - Aug 2014 | < 1 |
| Unemployed | Obion, TN | Aug 2012 - May 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- TN
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- 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)
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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