Daniel LewisCRD Number: 7444030
Current Firm: Edward Jones
Daniel Lewis (CRD# 7444030) is an Investment Advisor Representative working at Edward Jones in Winter Haven, FL and has 1 year of experience in the finance industry.
Infinex Investments, Inc.
Truist Advisory Services, Inc.
Lpl Financial LLC
|Edward Jones||St Louis, MO||Oct 2021 - Current||< 1|
|Weframe||Orlando, FL||Feb 2021 - Oct 2021||< 1|
|Walt Disney Company||Orlando, FL||Sep 2011 - Dec 2020||9|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2021|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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