Lws Wealth Advisors, Inc.

Lws Wealth Advisors, Inc. (CRD# 162265) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $421,976,278 in 785 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    422
    MILLION
  • Total Number of Accounts
    785
    ACCOUNTS
  • Average Account Value
    $537,549
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA, CO, CT, FL, LA, NJ, NY, PA, TX, VA

Financial Advisors at Lws Wealth Advisors, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Gregg Cohen
CRD#: 1375698
94 South Finley Ave., Basking Ridge, NJ 07920

Gregg Cohen (CRD# 1375698) is an Investment Advisor Representative working at Lws Wealth Advisors, Inc. in Basking Ridge, NJ and has over 24 years of experience in the finance industry.

2
Valerie L. Downs
CRD#: 5608790
Basking Ridge, NJ

Valerie Downs (CRD# 5608790) is an Investment Advisor Representative working at Lws Wealth Advisors, Inc. in Basking Ridge, NJ and has 1 year of experience in the finance industry. Valerie Downs 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.

3
Lance A. Lipset
CRD#: 4206300
Basking Ridge, NJ

Lance Lipset (CRD# 4206300) is an Investment Advisor Representative working at Lws Wealth Advisors, Inc. in Basking Ridge, NJ and has over 20 years of experience in the finance industry. Lance Lipset 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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