Austin LewisCRD Number: 6120895
Current Firm: Schwab Private Client Investment Advisory, Inc.
Austin Lewis (CRD# 6120895) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Westlake, TX and has over 5 years of experience in the finance industry. Austin Lewis 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.
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|Charles Schwab & Company, Inc.||Westlake, TX||Aug 2016 - Current||1|
|Schwab Private Client Investment Advisory, Inc.||Westlake, TX||Aug 2015 - Current||2|
|Rooted Financial Planning LLC||Fort Worth, TX||Oct 2015 - Sep 2016||< 1|
|Transamerica Financial Advisors, Inc.||Plano, TX||May 2015 - Dec 2015||< 1|
|Valic Financial Advisores||Plano, TX||Aug 2014 - May 2015||< 1|
|Rogers Wealth Group, Inc.||Fort Worth, TX||Feb 2014 - Aug 2014||< 1|
|Fidelity Brokerage Services LLC||Westlake, TX||Sep 2012 - Jan 2014||1|
|Wells Fargo Home Mortgage||Arlington, TX||Feb 2012 - Sep 2012||< 1|
|Wells Fargo Bank Na||Grand Prairie, TX||Aug 2011 - Feb 2012||< 1|
|Wells Fargo Na||Grand Prarie, TX||Feb 2011 - Aug 2011||< 1|
|Dallas Baptist University||Dallas, TX||Oct 2010 - Feb 2011||< 1|
|Dallas Baptist University||Dallas, TX||Jul 2010 - Oct 2010||< 1|
|Pine Cove||Tyler, TX||May 2010 - Jul 2010||< 1|
|Buckle Inc.||Sherman, TX||Jan 2010 - May 2010||< 1|
|Austin College||Sherman, TX||Aug 2009 - Jan 2010||< 1|
|City Of Frisco Aquatics||Frisco, TX||May 2009 - Aug 2009||< 1|
|Cotton Patch Restaraunt||Frisco, TX||Jan 2009 - May 2009||< 1|
|Student||Frisco, TX||Jan 2004 - May 2009||5|
|Centennial High School||Frisco, TX||Aug 2008 - Jan 2009||< 1|
|Cure Financial||Plano, TX||May 2008 - Aug 2008||< 1|
|Sprint Communications||Plano, TX||Jan 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S65||NASAA Investment Advisors Law Examination||Mar 2014|
Total Assets Under Management74,447MILLIONS
Total Number of Accounts158,678ACCOUNTS
Average Account Value$469,169
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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