Rd Lewis Holdings, Inc.

Rd Lewis Holdings, Inc. (CRD# 156073) is a financial advisory firm headquartered in , . They manage $13,593,412 in 133 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $102,206
Compensation Options
  • A percentage of assets under your management
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.

FL, TX

Financial Advisors at Rd Lewis Holdings, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Delcena D. Lewis
CRD#: 4468804
Orlando, FL
81
Wealthminder
score

Delcena Lewis (CRD# 4468804) is an Investment Advisor Representative working at Rd Lewis Holdings, Inc. in Orlando, FL and has over 6 years of experience in the finance industry.

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