Michael Lewis (CRD# 1237233) is an Investment Advisor Representative working at Lewis Advisory Group in San Diego, CA and has over 39 years of experience in the finance industry.
CRD# 2221528
Savant Wealth Management
CRD# 2815613
Independent Investment Bankers Corp.
CRD# 1704055
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lewis Advisory Group | San Diego, CA | Jun 2010 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1984 |
| S65 | NASAA Investment Advisors Law Examination | Oct 1995 |
- CA
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Total Assets Under Management61MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$1,095,658
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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