Nancy
Lewis-Heliotes
Momentum Independent Network Inc
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About this Advisor
Nancy Lewis-Heliotes is a financial advisor working in Dallas, Texas with 3 years of relevant experience. Lewis-Heliotes currently works for Momentum Independent Network Inc. Their career trajectory has included roles at Hilltop Securities Independent Network, Free Run Wine Company, Citigroup Global Markets Inc, Lpl Financial, LLC, Cwm, LLC, Cetera Advisor Network, LLC, Kuhlmann Financial, Tri Counties Bank, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc and Rotary International. Lewis-Heliotes has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Hawaii and Louisiana. Momentum Independent Network Inc is a company that has its headquarters in Dallas, TX. The company has offices in 93 locations and a total of 140 financial advisors. It administers $825 million in total assets among its 3,028 customer accounts, placing it among the bigger financial advisory firms in the United States by assets under management. The firm advises seven charities and foundations. Of its 3,028 customer accounts, just 8% belong to high-net-worth clients who have greater than $1 million in assets. Momentum Independent Network Inc performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. A financial advisor's fee schedules usually are based on which services are provided. However, fee types billed by Momentum Independent Network Inc most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$824,546,760
140
3,028
$272,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Nancy Lewis-Heliotes Work History
Nancy has been registered as a financial advisor for 3 years.*
Hilltop Securities Independent Network
Rotary International
Free Run Wine Company
Cetera Advisor Network, LLC
Tri Counties Bank
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Cwm, LLC
Lpl Financial, LLC
Kuhlmann Financial
Citigroup Global Markets Inc
*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 Nancy Lewis-Heliotes 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 Momentum Independent Network Inc
Salado, TX
Dallas, TX
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Santa Rosa, CA
Shreveport, LA
Ogden, UT
Dallas, TX
Henrico, VA
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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