Slayton Lewis Inc.

Slayton Lewis Inc. (CRD# 114596) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $167,500,000 in 276 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    168
    MILLION
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $606,884
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
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, FL, IL, TX, UT

Financial Advisors at Slayton Lewis Inc.
Showing 1 - 2 of 2 top financial advisors.
1
William S. Campbell
CRD#: 1072279
22 East 100 South, Third Floor, Salt Lake City, UT 84111
96
Wealthminder
score

William Campbell (CRD# 1072279) is an Investment Advisor Representative working at Slayton Lewis Inc. in Salt Lake City, UT and has over 24 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.

2
Justin D. Smith
CRD#: 5150427
20 N Wacker Drive, Suite 3000, Chicago, IL 60606
96
Wealthminder
score

Justin Smith (CRD# 5150427) is an Investment Advisor Representative working at Slayton Lewis Inc. in Chicago, IL and has over 10 years of experience in the finance industry.

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