Lewis
Webb

Blackridge Asset Management, LLC

CRD#3239707
Investment Advisor
in Trinity, FL

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About this Advisor

Lewis Webb is a financial advisor based in Trinity, Florida, working with Blackridge Asset Management, LLC. Lewis has previously held positions at Allstate Financial Services LLC, Equitable Advisors LLC, Peak Brokerage Services, LLC, Blackridge Asset Management, and Nucleus Assurance Company. Lewis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Lewis is part of Blackridge Asset Management, LLC, which operates out of Trinity, Florida. The firm has 61 offices and 80 employees. The firm manages assets totaling $186.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Blackridge Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Trinity, FL

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Blackridge Asset Management, LLC Brokerage Details

Total Assets Under Management

$186,557,899

FL Average: $1,855,561,029
Total Number of Employees

80

FL Average: 62
Total Number of Accounts

853

FL Average: 2,474
Average Account Size

$218,708

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Lewis Webb Work History

2022 - Present (3 years)

Peak Brokerage Services, LLC

2022 - Present (3 years)

Blackridge Asset Management

2021 - Present (4 years)

Nucleus Assurance Company

2020 - 2021 (1 year)

Equitable Advisors LLC

1999 - 2020 (21 years)

Allstate Financial Services LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Lewis Webb 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 Blackridge Asset Management, LLC

Sylvia Umbles
Perrysburg, OH
Ernesto Mendoza
El Paso, TX
Izalina Mosholt
Red Bank, NJ
Kevin Geiger
Schaumburg, IL
Rohn Pierce
Jupiter, FL
Philip Ferraro
Jupiter, FL
James Cook
Edisto Island, SC
Jeffrey Boron
Jupiter, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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