Lewis Financial (CRD# 170324) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $77,000,000 in 550 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management77MILLION
Total Number of Accounts550ACCOUNTS
Average Account Value$140,000
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
Wayne Lewis (CRD# 1037214) is an Investment Advisor Representative working at Lewis Financial in San Luis Obispo, CA and has over 8 years of experience in the finance industry.