David Lewis (CRD# 2172302) is an Investment Advisor Representative working at Edward Jones in Bar Harbor, ME and has over 11 years of experience in the finance industry.
CRD# 4749839
Principal Securities, Inc.
CRD# 3203255
Commonwealth Financial Network
CRD# 3132472
Coston And Mcisaac Investment Advisers, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St. Louis, MO | Sep 2021 - Current | 2 |
Lpl Financial LLC | Bar Harbor, ME | May 2020 - Aug 2021 | 1 |
Camden National Bank | Bar Harbor, ME | Jan 2018 - Aug 2021 | 3 |
Mdi Hospital | Bar Harbor, ME | Sep 2017 - Jan 2018 | < 1 |
Claremonet Hotel/cafe 2 | Southwest Harbor, ME | Jun 2015 - Sep 2017 | 2 |
Amazon | Chantilly, VA | Oct 2014 - Jun 2015 | < 1 |
Hobby Lobby | Leesburg, VA | May 2014 - Oct 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
S63 | Uniform Securities State Law Examination | Jun 2020 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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