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).

Current Firm Details
1611 East Millbrook Road, Raleigh, NC 27609
https://www.facebook.com/lewis-financial-management-llc-116524801740720/
By the Numbers
  • Total Assets Under Management
    415
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $3,053,527
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
The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Lewis Financial Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Deborah Lewis, financial advisor Raleigh NC
Deborah R. Lewis
CRD#: 1982851
1611 East Millbrook Road, Raleigh, NC 27609

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.

2
Douglas Lewis, financial advisor Raleigh NC
Douglas J. Lewis
CRD#: 722087
1611 East Millbrook Road, Raleigh, NC 27609

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.

3
Linda Lewis, financial advisor Raleigh NC
Linda P. Lewis
CRD#: 2774348
1611 East Millbrook Road, Raleigh, NC 27609

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.

4
David Nettesheim, financial advisor Raleigh NC
David A. Nettesheim
CRD#: 5596434
1611 East Millbrook Road, Raleigh, NC 27609

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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