Roger
Lewis

Lincoln Financial Advisors Corporation

CRD#2751901
Investment Advisor
in Missoula, MT

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About this Advisor

Roger Lewis is an advisor in Missoula, Montana. Currently a registered advisor at Lincoln Financial Advisors Corporation, they have accumulated 13 years of work experience. Lewis holds Series 63 and Series 66 licenses, which qualify them as a securities representative. Lewis is able to advise investors in Montana and Texas. Lewis has worked their career at Lincoln Financial Advisors Corporation. Lincoln Financial Advisors Corporation is headquartered in Missoula, Montana, and operates out of 406 other brick-and-mortar locations throughout the country. As a company, Lincoln Financial Advisors Corporation oversees $27 billion in assets covering 76,852 accounts and retains more than 1,894 people. The amount of assets the firm manages makes it one of the biggest firms in the United States. The firm manages 15,621 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 1% of the advisory firm's customers are high-net-worth individuals, meaning they have over $1 million in capital. Lincoln Financial Advisors Corporation can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 years

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

Missoula, MT

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Lincoln Financial Advisors Corporation Brokerage Details

Total Assets Under Management

$26,805,616,952

MT Average: $1,347,246,178
Total Number of Employees

1,894

MT Average: 46
Total Number of Accounts

76,852

MT Average: 1,775
Average Account Size

$348,795

MT Average: $759,012

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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
  • Other

Roger Lewis Work History

Roger has 13 years of experience.

2007 - Present (14 years)

Lincoln Financial Advisors Corp

Disclosures

Roger Lewis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lincoln Financial Advisors Corporation

Kevin Gravley
Fort Worth, TX
Jordan Murray
San Ramon, CA
Robert Ziegler
Wilmington, DE
Daniel Rabideaux
Virginia, MN
Roy Schoenfeld
Englishtown, NJ
Rhonda Hacker
Napa, CA
Rey Deborja
Campbell, CA
Royal Joslin
Philadelphia, PA

This content was compiled from the SEC and FINRA.

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