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 16 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 34 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 20 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 1 year 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 35 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.

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