Deborah
Lewis

Lewis Financial Management, LLC

CRD#1982851
Investment Advisor
in Raleigh, NC
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About this Advisor

Deborah Lewis is a certified financial planner based in Raleigh, North Carolina. Currently an investment advisor at Lewis Financial Management, LLC, Lewis has 15 years of professional experience. Lewis has Series 63, Series 65, Series 65 and Series 66 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Lewis is able to act as a financial advisor based out of North Carolina. During their career, the advisor has held roles at H.Beck, Inc, The Strategic Financial Alliance, Inc and Lewis Financial Management, LLC. Lewis Financial Management, LLC is located in Raleigh, North Carolina. As a registered investment advisory firm, Lewis Financial Management, LLC manages $298 million in assets throughout 127 accounts and employs seven staff members. The amount of assets the firm manages makes it one of the mid-sized firms in the United States. Currently 87% of the firm's customers are high-net-worth individuals, meaning they have more than $1 million in capital. Lewis Financial Management, LLC provides financial planning services and portfolio management for individuals and small businesses. The firm may charge clients asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 65, Series 66, Certified Financial Planner

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1611 East Millbrook Road
Raleigh, NC 27609

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Lewis Financial Management, LLC Brokerage Details

Total Assets Under Management

$323,008,039

NC Average: $3,625,019,099
Total Number of Employees

6

NC Average: 22
Total Number of Accounts

128

NC Average: 1,917
Average Account Size

$2,523,500

NC Average: $1,890,985

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Deborah Lewis Work History

Deborah has 15 years of experience.

2013 - Present (6 years)

The Strategic Financial Alliance, Inc

2011 - 2013 (2 years)

H.Beck, Inc

2011 - Present (8 years)

Lewis Financial Management, LLC

Disclosures

Deborah Lewis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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