Andrew
Vidal
J.Derek Lewis & Associates, Inc
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About this Advisor
Andrew Vidal is a financial advisor based out of Newport Beach, California who has 5 years of relevant experience. Vidal is an employee of J.Derek Lewis & Associates, Inc. During their career, the advisor has held roles at Jdl Securities Corporation, Mccarthy Building Co, Pepperdine University, Ac Pro, High School and J.Derek Lewis & Associates. Vidal holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, Colorado, Georgia, Hawaii, Montana, Nevada, Oregon, Pennsylvania and Washington. J.Derek Lewis & Associates, Inc is an advisory business headquartered in Newport Beach, CA. It controls $1 billion in assets under management between its 6,979 client accounts, making it one of the bigger firms in the country by assets under management. The firm advises 89 charitable organizations. Of its 6,979 customer accounts, just 11% belong to high-net-worth clients who have at least $1 million in assets available to invest. J.Derek Lewis & Associates, Inc has a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fee types billed by J.Derek Lewis & Associates, Inc most likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J.Derek Lewis & Associates, Inc Brokerage Details
$1,255,568,234
9
6,979
$179,907
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Andrew Vidal Work History
Andrew has been registered as a financial advisor for 5 years.*
Jdl Securities Corporation
J.Derek Lewis & Associates
Jdl Securities Corporation
Mccarthy Building Co
Pepperdine University
Ac Pro
High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Vidal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at J.Derek Lewis & Associates, Inc
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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