Lewis Financial Management, LLC

Lewis Financial Management, LLC (CRD# 116344) is a financial advisory firm headquartered in Raleigh, NC. They manage $218,675,356 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $1,918,205
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, TX

Financial Advisors at Lewis Financial Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Deborah R. Lewis
CRD#: 1982851
4904 Professional Court, Suite 101, Raleigh, NC 27609
96
Wealthminder
score

Deborah Lewis (CRD# 1982851) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 17 years of experience in the finance industry. Deborah 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.

2
Eileen N. Allred
CRD#: 1059705
4904 Professional Court, Suite 101, Raleigh, NC 27609
93
Wealthminder
score

Eileen Allred (CRD# 1059705) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 35 years of experience in the finance industry.

3
Linda P. Lewis
CRD#: 2774348
4904 Professional Court #101, Raleigh, NC 27609
93
Wealthminder
score

Linda Lewis (CRD# 2774348) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 21 years of experience in the finance industry.

4
David A. Nettesheim
CRD#: 5596434
4904 Professional Court, Suite 101, Raleigh, NC 27609
87
Wealthminder
score

David Nettesheim (CRD# 5596434) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 2 years of experience in the finance industry.

5
Douglas J. Lewis
CRD#: 722087
4904 Professional Court #101, Raleigh, NC 27609
76
Wealthminder
score

Douglas Lewis (CRD# 722087) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 36 years of experience in the finance industry. Douglas 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.