Rd Lewis Wealth Management
Rd Lewis Wealth Management (CRD# 156073) is a financial advisory firm headquartered in Maitland, FL. They manage $183,826,112 in 750 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management184MILLION
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Total Number of Accounts750ACCOUNTS
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Average Account Value$245,101
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Rd Lewis Wealth Management
1
Delcena Lewis (CRD# 4468804) is an Investment Advisor Representative working at Rd Lewis Wealth Management in Maitland, FL and has over 13 years of experience in the finance industry.
2
Regina Blake-Anderson (CRD# 6699445) is an Investment Advisor Representative working at Rd Lewis Wealth Management in Maitland, FL and has over 5 years of experience in the finance industry.
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