Vincent
Lewis
Adhesion Wealth Advisor Solutions
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About this Advisor
Vincent Lewis is a financial advisor based in Concord, California, working with Adhesion Wealth Advisor Solutions. Vincent has previously held positions at Capital Brokerage Corporation, Napa Valley Umpire Association, Centurion Capital Group, Inc, Assetmark Brokerage, LLC, Assetmark Financial Holdings, Inc, and Adhesion Wealth Advisor Solutions. Vincent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Vincent is part of Adhesion Wealth Advisor Solutions, which operates out of Concord, California. The firm has 1 office and 50 employees. The firm manages assets totaling $10.8 billion and offers portfolio management for institutional clients. The fee structure at Adhesion Wealth Advisor Solutions includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Adhesion Wealth Advisor Solutions Brokerage Details
$10,771,561,842
50
40,484
$266,070
Investment Advisory Services
- Portfolio management for businesses or institutional clients
Vincent Lewis Work History
Adhesion Wealth Advisor Solutions
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Napa Valley Umpire Association
Centurion Capital Group, Inc
Capital Brokerage Corporation
Disclosures
Please visit the SEC profile of Vincent Lewis 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 Adhesion Wealth Advisor Solutions
Charlotte, NC
Charlotte, NC
Havertown, PA
Charlotte, NC
Charlotte, NC
Fairfield, CT
Charlotte, NC
Charlotte, NC
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