Lewis
Partridge
Mariner Wealth
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About this Advisor
Lewis Partridge is a financial advisor based in Benton, Arkansas, working with Mariner Wealth. Lewis has previously held positions at Summit Brokerage Services, Inc, Summit Financial Group Inc, Mariner Wealth Advisors, Vsr Financial Services, Inc, Vsr Advisory Services, Inc, Sowell Management Services, Veritas Independent Partners, and Lexaurum Advisors, LLC. Lewis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arkansas. Currently, Lewis is part of Mariner Wealth, which operates out of Benton, Arkansas. The firm has 68 offices and 1,498 employees. The firm manages assets totaling $81.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Mariner Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Wealth Brokerage Details
$81,106,925,484
1,498
132,567
$611,818
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Lewis Partridge Work History
Mariner Wealth Advisors
Lexaurum Advisors, LLC
Veritas Independent Partners
Sowell Management Services
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Financial Services, Inc
Vsr Advisory Services, Inc
Disclosures
Please visit the SEC profile of Lewis Partridge to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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