Lewis Financial Management LLC
Legal Name: LEWIS FINANCIAL MANAGEMENT, LLC
1611 EAST MILLBROOK ROAD, RALEIGH, NC
919-872-7000
http://www.lfmadvisor.com
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Full Contact Details
Lewis Financial Management LLC
1611 EAST MILLBROOK ROAD, RALEIGH, NC
919-872-7000
919-872-7004
Other Info
Lewis Financial Management, LLC is a North Carolina based Limited Liability Company with 6 employees, including 3 advisors, and a portfolio of 74 clients. Registered with the SEC since October 2001, the firm's status is currently listed as Approved.
Lewis Financial Management, LLC
For more than 30 years Lewis Financial Management, LLC, has been providing clients with Comprehensive Financial Planning.
Direct Owners
-
DOUGLAS JOEL LEWIS
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
LINDA PEREZ LEWIS
MEMBER owns more than 50% but less than 75%
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