Jeremy Lewis (CRD# 4465352) is an Investment Advisor Representative working at Fortitude Financial LLC in Spokane, WA and has over 22 years of experience in the finance industry.
CRD# 5310745
Selkirk Wealth Advisors, LLC
CRD# 7057448
Charles Schwab & Company, Inc.
CRD# 6408097
Interfund Management Services, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Fortitude Financial | Spokane, WA | Feb 2021 - Current | 3 |
Lpl Financial, LLC | Spokane, WA | Oct 2015 - Current | 8 |
Holden Ray, LLC | Spokane, WA | Dec 2014 - Current | 9 |
Financial Advocates Investment Management | Olympia, WA | Oct 2015 - Jul 2021 | 5 |
Hoyt, Lewis And Associates | Spokane, WA | Aug 2007 - Jul 2021 | 13 |
Various Insurance Carriers For W & R Insurance Agencies | Spokane, WA | Jan 2002 - Oct 2015 | 13 |
Waddell & Reed, Inc. | Spokane, WA | Oct 2001 - Oct 2015 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Nov 2001 |
- TX
- WA
-
Total Assets Under Management233MILLIONS
-
Total Number of Accounts1,809ACCOUNTS
-
Average Account Value$128,667
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, CA, FL, ID, NV, OR, TX, WA
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