Matthew Lewis (CRD# 4210461) is an Investment Advisor Representative working at Techview Wealth Advisors LLC in Denair, CA and has over 8 years of experience in the finance industry.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Enter Capital Group, Inc. | San Francisco, CA | Jun 2019 - Current | 4 |
| Ufuture LLC | Menlo Park, CA | Jan 2019 - Current | 5 |
| Westview Wealth Advisors LLC | Menlo Park, CA | Oct 2017 - Current | 6 |
| Ufuture Investment Group Bbva | Brussels, | Sep 2017 - Apr 2019 | 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2016 - Aug 2017 | 1 |
| Morgan Stanley Smith Barney LLC | Menlo Park, CA | Oct 2015 - Aug 2017 | 1 |
| Seven Stones Real Estate | Moscow, | Sep 2006 - Sep 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2015 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2015 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$34,875
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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