W.h. Lewis Financial, LLC
W.h. Lewis Financial, LLC (CRD# 282122) is a financial advisory firm headquartered in , . They manage $540,000 in 7 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
W.h. Lewis Financial, LLC
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts7ACCOUNTS
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Average Account Value$77,143
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.
OR
Financial Advisors at W.h. Lewis Financial, LLC
1
William Lewis (CRD# 5688108) is an Investment Advisor Representative working at W.h. Lewis Financial, LLC in Eugene, OR and has over 15 years of experience in the finance industry.
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