Lashawn
Lewis

Pruco Securities, LLC

CRD#4749664
Investment Advisor
in Fort Wayne, IN

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About this Advisor

Lashawn Lewis is a financial advisor based in Fort Wayne, Indiana, working with Pruco Securities, LLC. Lashawn has previously held positions at Ameriprise Financial Services, Inc, Pruco Securities LLC, and The Prudential Insurance Company Of America. Lashawn has passed the Series 66 regulatory exam and is registered to provide services in Arizona, Indiana, and Ohio. Currently, Lashawn is part of Pruco Securities, LLC, which operates out of Fort Wayne, Indiana. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10315 Dawson'S Creek Blvd Suite D
Fort Wayne, IN 46825

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Pruco Securities, LLC Brokerage Details

Total Assets Under Management

$16,378,802,331

IN Average: $10,121,009,343
Total Number of Employees

2,700

IN Average: 92
Total Number of Accounts

113,575

IN Average: 6,978
Average Account Size

$144,211

IN Average: $1,450,417

Investment Advisory Services

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

Lashawn Lewis Work History

2023 - Present (1 year)

Pruco Securities LLC

2023 - Present (1 year)

The Prudential Insurance Company Of America

2005 - 2022 (17 years)

Ameriprise Financial Services, Inc

Disclosures

Please visit the SEC profile of Lashawn Lewis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

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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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