Lewis Financial Management, LLC
Lewis Financial Management, LLC (CRD# 116344) is a financial advisory firm headquartered in Raleigh, NC. They manage $415,279,724 in 136 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management415MILLION
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Total Number of Accounts136ACCOUNTS
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Average Account Value$3,053,527
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NC, TX
Deborah Lewis (CRD# 1982851) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 24 years of experience in the finance industry.
Douglas Lewis (CRD# 722087) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 43 years of experience in the finance industry.
Linda Lewis (CRD# 2774348) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 27 years of experience in the finance industry.
David Nettesheim (CRD# 5596434) is an Investment Advisor Representative working at Lewis Financial Management, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.