Tommy
Lewis
First Financial Group
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About this Advisor
Tommy Lewis is a financial advisor working out of Raleigh, North Carolina with a total of 1 year of industry experience. Lewis is an advisor for First Financial Group. Throughout their career, they have worked at Wakefield Middle School, Wakefield Highschool, East Carolina University and First Financial Group Corporation. Lewis maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to work in North Carolina. First Financial Group is a firm operating out of Raleigh, NC. It administers $200 million in assets under management among its 838 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 838 accounts, 21% are associated with high-net-worth investors who have more than $1 million in assets. First Financial Group offers a set of services, including financial planning services, portfolio management for individuals and small businesses and other services. Fees for financial advice largely depend on which services the firm provides the client. Fees billed by First Financial Group likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Financial Group Brokerage Details
$199,892,000
4
838
$238,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Tommy Lewis Work History
Tommy has been registered as a financial advisor for 1 years.*
First Financial Group Corporation
East Carolina University
Wakefield Highschool
Wakefield Middle School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Tommy 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 First Financial Group
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
