Douglas
Lewis

Lewis Financial Management, LLC

CRD#722087
Investment Advisor
in Raleigh, NC
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About this Advisor

Douglas Lewis is a certified financial planner whose office is in Raleigh, North Carolina. Currently an investment advisor at Lewis Financial Management, LLC, Lewis has an impressive 34 years of professional experience as a financial advisor. Lewis has a Series 63 license, certifying the advisor as a securities representative. Lewis can serve clients in North Carolina and Texas. During their career, Lewis has held roles at The Strategic Financial Alliance, Inc, H. Beck, Inc and Lewis Financial Management, LLC. Lewis Financial Management, LLC is headquartered in Raleigh, North Carolina. Overall, Lewis Financial Management, LLC manages $298 million in assets throughout 127 accounts and retains seven staff members. The firm's total assets under management makes it one of the mid-sized firms in the United States. Currently 87% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lewis Financial Management, LLC offers 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, Certified Financial Planner

Years of Experience

34 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

4904 Professional Court #101
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

Douglas Lewis Work History

Douglas has 34 years of experience.

2013 - Present (6 years)

The Strategic Financial Alliance, Inc

1989 - 2013 (24 years)

H. Beck, Inc

1984 - Present (35 years)

Lewis Financial Management, LLC

Disclosures

Douglas Lewis has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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