James
Lewis
Legacy Wealth Management, LLC
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About this Advisor
James Lewis is a financial advisor based in Honolulu, Hawaii, working with Legacy Wealth Management, LLC. James has previously held positions at the Law Offices Of James B. Lewis and Legacy Wealth Management, LLC. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Hawaii. Currently, James is part of Legacy Wealth Management, LLC, which operates out of Honolulu, Hawaii. The firm has 6 offices and 36 employees. The firm manages assets totaling $373.2 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 other services. The fee structure at Legacy Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Wealth Management, LLC Brokerage Details
$373,210,168
36
3,537
$105,516
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
James Lewis Work History
Legacy Wealth Management, LLC
Law Offices Of James B. Lewis
Disclosures
Please visit the SEC profile of James 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 Legacy Wealth Management, LLC
Boise, ID
Boise, ID
Bountiful, UT
Boise, ID
Boise, ID
Boise, ID
Burley, ID
Boise, ID
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