Lewis
Martin

Commonwealth Financial Network

CRD#7287308
Investment Advisor
in Charlottesville, VA

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About this Advisor

Lewis Martin is a financial advisor based in Charlottesville, Virginia, working with Commonwealth Financial Network. Lewis has previously held positions at Cooley & Associates, Plc and Cooley & Martin. Lewis has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Lewis is part of Commonwealth Financial Network, which operates out of Charlottesville, Virginia. The firm has 1,613 offices and 4,500 employees. The firm manages assets totaling $177.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Commonwealth Financial Network includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Charlottesville, VA

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$177,031,841,416

VA Average: $16,012,751,954
Total Number of Employees

4,500

VA Average: 118
Total Number of Accounts

623,075

VA Average: 4,567
Average Account Size

$284,126

VA Average: $3,506,186

Investment Advisory Services

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

Lewis Martin Work History

2020 - Present (4 years)

Cooley & Martin

2014 - 2020 (6 years)

Cooley & Associates, Plc

Disclosures

Please visit the SEC profile of Lewis Martin 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 Commonwealth Financial Network

John Macdougall
Northfield, MA
Melanie Migneault
Keene, NH
Eli Wynes
Iowa City, IA
Ryan Sokolowski
Ludlow, MA
Luke Schroeder
Tempe, AZ
Michael Williams
Dallas, TX
Constance King
Plymouth Meeting, PA
Michael Zirbel
Riverton, WY

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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