Slayton Lewis Inc.
Slayton Lewis Inc. (CRD# 114596) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $186,700,000 in 260 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management187MILLION
Total Number of Accounts260ACCOUNTS
Average Account Value$718,077
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, IL, TX, UT
William Campbell (CRD# 1072279) is an Investment Advisor Representative working at Slayton Lewis Inc. in Salt Lake City, UT and has over 26 years of experience in the finance industry. William Campbell 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.
Justin Smith (CRD# 5150427) is an Investment Advisor Representative working at Slayton Lewis Inc. in Salt Lake City, UT and has over 11 years of experience in the finance industry.