George LewisCRD Number: 4505597
Current Firm: Woodbury Financial Services, Inc.
George Lewis (CRD# 4505597) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Kennesaw, GA and has over 14 years of experience in the finance industry.
Npv Advisory Services, LLC
Terra Firma Financial LLC
Independent Financial Partners
|Woodbury Financial Services, Inc.||Kennesaw, GA||Mar 2013 - Current||5|
|Sunamerica Capital Services, Inc.||Jersey City, NJ||Oct 2005 - Mar 2013||7|
|Sunamerica Retirement Markets, Inc.||Woodland Hills, CA||Sep 2005 - Mar 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
|S65||NASAA Investment Advisors Law Examination||Mar 2013|
Total Assets Under Management3,252MILLIONS
Total Number of Accounts17,398ACCOUNTS
Average Account Value$186,902
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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