W.h. Lewis Financial, LLC

W.h. Lewis Financial, LLC (CRD# 282122) is a financial advisory firm headquartered in , . They manage $660,000 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $66,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

OR

Financial Advisors at W.h. Lewis Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William H. Lewis
CRD#: 5688108
Eugene, OR
93
Wealthminder
score

William Lewis (CRD# 5688108) is an Investment Advisor Representative working at W.h. Lewis Financial, LLC in Eugene, OR and has over 8 years of experience in the finance industry.

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