Kaleb Lewis (CRD# 7786290) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Wilmington, NC and has 1 year of experience in the finance industry.
CRD# 5248339
Tilia Fiduciary Partners, Inc.
CRD# 5582433
Old North State Wealth Management, LLC
CRD# 5191257
Bankers Life Advisory Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Wilmington, NC | Feb 2024 - Current | < 1 |
| Raymond James Financial Services, Inc. | Wilmington, NC | Jul 2023 - Current | < 1 |
| Wealth Strategies | Wilmington, NC | Jul 2023 - Current | < 1 |
| Corning Credit Union | Wilmington, NC | Apr 2022 - Current | 2 |
| Herrings Outdoor Sports | Surf City, NC | Apr 2021 - Current | 3 |
| University Of North Carolina-wilmington | Wilmington, NC | Aug 2018 - May 2022 | 3 |
| Daily Grind | Surf City, NC | May 2018 - Aug 2021 | 3 |
| Food Lion | Sneads Ferry, NC | Mar 2017 - Jan 2019 | 1 |
| Dixon High School | Holly Ridge, NC | Aug 2015 - Jun 2018 | 2 |
| Coastal Carolina Community College | Jacksonville, NC | Aug 2016 - Dec 2017 | 1 |
| Homeschool | Clayton, NC | Jul 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2024 |
- NC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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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