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Download Lewis Financial Group latest version for iOS free. Lewis Financial Group latest update: J

Lewis Financial Group, LLC - Lewis Financial Group, LLC

CRD#315692 Investment Advisor Firm Learn more about The Lewis Financial Group Overview The Lewis Financial Group is located at 20755 Williamsport Place, Ashburn, VA. The firm employs 2 financial advisors to manage client portfolios and provide financial guidance. The Lewis Financial Group is not a registered broker-dealer.The Lewis Financial Group oversees $266.5 million in assets under management across 476 accounts, all of which are discretionary. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The firm caters to retail investors and high net worth investors, with high net worth investors being the largest client type by accounts. The fee structure at The Lewis Financial Group includes asset-based, hourly, and fixed fees. The firm has 106 high net worth clients.The Lewis Financial Group is registered in the states of Arizona, Connecticut, Florida, Louisiana, Maryland, Massachusetts, South Carolina, Texas, and Virginia. Assets Under Management $266.5 million Number of Advisors 2 Disclosures No The Lewis Financial Group by the Numbers Total Assets Under Management $266.5 million National Average: $8.6 billion Total Number of Employees 5 National Average: 64 Total Number of Accounts 476 National Average: 375,227 Average Account Size $559.9 thousand National Average: $23.0 thousand Back to Overview Back to Overview Products and Services The Lewis Financial Group provides a number of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. However, The Lewis Financial Group did not provide financial planning services to any of its accounts in the last fiscal year. The Firm is not involved in selling products or offering services aside from investment advice to its investment advisory clients. Core Advisor Services From $1,000 to $3,000. Unavailable Back to Overview Types of Clients It works with retail investors and high net worth investors. Out of its 2 clients, The Lewis Financial Group's largest client group by number of accounts is high net worth investors, though it also manages money for 106 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). High-Net-Worth Individuals* - 50.48% Other Individuals - 49.52% Corporations - 0% Charitable Organizations - 0% * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management. Find an advisor who will work directly with you Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today. Back to Overview Disclosures The Lewis Financial Group does not have any disclosures. Please visit its Form ADV for more details. Back to Overview Back to Overview Back to Overview Financial Advisors at The Lewis Financial Group Not sure which advisor is right for you? Use our matching tool Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today Back to Overview The content in this profile was updated by SmartAsset on 6/19/2024. All

Kate Lewis - Lewis Financial Group

At Lewis Financial Services Institute, we understand that our students success depends on our instructors ability to teach beyond the textbook. Not only are all of our instructors State certified in their fields and approved by the North Carolina Department of Insurance, they are excellent communicators. Our instructors goal is to remove the anxiety connected with intense learning environments, while creating a positive and comfortable atmosphere that is inviting for each and every Lewis Financial student, allowing them to gain the confidence they need to achieve their goals.About our instructors Donald E. Lewis Mr. Lewis has more than 30 years experience in the insurance and financial services industry. He has been a registered representative of the NASD and has been a licensed agent since 1985. Along with working for a major insurance corporation, Mr. Lewis has served as a staff assistant to the vice-president among his numerous duties and has been involved in national insurance organizations, including providing continuing education services to its members. Mr. Lewis has also helped to establish insurance education programs with the local community colleges.William Barber Mr. Barber has been a North Carolina licensed agent for 39 years. Along with serving in Insurance Management, Mr. Barber has been a Life Insurance sales manager for North Carolina Mutual Life Insurance Co. for nearly 40 years. He has completed both the ELBA sales course and LUTC Program and designations. Anitra Green Since graduating from Wingate University in Wingate, NC, Ms. Green has worked with companies such as Travelers Property & Casualty and Allstate Insurance Company. As a licensed North Carolina agent for nine years, she currently owns an independent agency, writing for more than 15 top insurance carriers. Ms. Green also provides services as an Insurance Analyst to several major financial corporations. Constance Talford Ms. Talford has been a Licensed Agent for the state of North Carolina for 10 years and has resided in Charlotte for more than 17 years. She is a registered representative of the National Association of Securities Dealers. Ms. Talford has worked at MetLife, Kaiser Permanente and First Union Insurance Group, serving in an array of roles including field sales in both Individual and Group Life, Health, Dental SEPs and Mutual Funds. After serving as a Financial Consultant for a number of years at her current company, she is currently the CE Consultant/Coordinator.. Download Lewis Financial Group latest version for iOS free. Lewis Financial Group latest update: J Where is Lewis Financial Group 's headquarters? Lewis Financial Group is located in Shreveport, Louisiana, United States. Who are Lewis Financial Group 's competitors? Alternatives and possible competitors to Lewis Financial Group may include Hilt Financial Group, Swisher Financial Concepts, Inc, and Kuettel Capital.

Andrew Lewis - The Lewis Financial Group

Offered by 31% of firms This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession. Offered by 46% of firms This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses. Find a firm that offers this service This is the practice of attempting to make short-term profits on investments by buying low and selling high. Other Services Back to Overview Fee Structure A financial advisor's fees largely are based on the type of services provided. Fees billed by The Lewis Financial Group most likely include any blend of the following fee types: asset-based, hourly, or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by The Lewis Financial Group. Available Offered by 69% of firms Show Explanation This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management. Offered by 21% of firms Show Explanation Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed. Offered by 32% of firms Show Explanation Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range Systems. Parker operates in 49 countries and employs over 55,000 people worldwide. John joined Parker in 1979 as a field application engineer in Houston, Texas. He demonstrated consistent year-over-year sales growth as he advanced through various marketing and product manager positions. John managed the 2001 acquisition and integration of Dayco’s Fluid Management business. The $305 million acquisition resulted in the creation of Parker’s Industrial Hose Division and John became the division’s first general manager. In 2006 John became global vice president of operations for Parker’s Fluid Connector Group followed by the same role with the Climate and Industrial Controls and Automation Groups. John took on the role as the corporation’s vice president of global channel strategy in 2015 and operated out of the company’s global headquarters in Cleveland, Ohio. John serves on the board of the Heavy Duty Business Forum (HDBF) and Red Dot Corporation. He was instrumental in starting a pre-engineering program at his alma mater, St. Edward High School in Lakewood, Ohio, in 2005 and is currently a board member. John earned a BSEE from Purdue University in 1979 and received his MBA from Case Western Reserve in 1995.Berger A. Dodge​CFO, Lease Crutcher Lewis​Berger Dodge brings over 30 years of progressive financial leadership expertise for regional, publicly traded, privately held, and private equity businesses. Berger joined the Red Dot board of directors in 2022 and serves as chairman of the board’s audit committee. Berger has served as Chief Financial Officer of Seattle-based Lease Crutcher Lewis since 2014. Lewis

Financial Products - The Lewis Financial Group

The non-fiction book of the same name by Michael Lewis, which explores the causes and aftermath of the 2008 financial crisis.The film follows several different characters, including a group of hedge fund managers and traders, who predict the housing market bubble and begin to bet against it.As the financial crisis unfolds, they find themselves at odds with the major banks and financial institutions that helped create the crisis in the first place.“The Big Short” was praised for its sharp and incisive commentary on the causes of the financial crisis, as well as for its witty and engaging storytelling.The film features strong performances from its cast, particularly Bale and Carell, who were both nominated for Academy Awards for their roles.The film’s use of humor and unconventional storytelling techniques, such as breaking the fourth wall and using celebrity cameos, also earned it praise from critics and audiences alike.Overall, “The Big Short” is a smart, funny, and thought-provoking film that offers a unique perspective on one of the most significant events of recent history. It’s a must-see for anyone interested in economics, finance, or the inner workings of the financial system. No products found.11. Equilibrium (2002)“Equilibrium” is a 2002 dystopian science fiction film directed by Kurt Wimmer and starring Christian Bale, Taye Diggs, and Emily Watson.The film is set in a future society where emotions are outlawed and citizens are required to take daily doses of a drug called Prozium to suppress their feelings.Bale plays John Preston, a high-ranking law enforcement officer tasked

Andrew Lewis - The Lewis Financial Group - LinkedIn

Ion, and in case of a positive charge, it has lost electrons .No of electrons lost or gained are subtracted or added from the valence electrons of the neutral atom.For an example, let’s find the Lewis dot structure of a nitride ion ( N3-).Three negative charges means nitrogen atom has gained three electrons so its electronic configuration is with 10 electrons (instead of 7).[He]2s22p6Valence electrons are 8 (2 in 2s and 6 in 2p)Lewis dot structure of Nitride ionNow let us try Lewis dot structure of Sulfide ion ( S2-).Two negative charges means sulfur atom has gained two electrons so its electronic configuration is with 18 electrons (instead of 16).[Ne]4s24p6Valence electrons are 8 (2 in 3s and 6 in 3p)Lewis dot structure of sulfide ionLewis dot structure will have 4 paired dots around Sulfur atom.For atoms and monoatomic ions, step one is sufficient to get the correct Lewis structure.Lewis dot structures for Polyatomic ions and molecules :However for molecules and polyatomic ions we need to consider many more factors before drawing a correct Lewis dot structure. Let’s practice step one “count the total valence electrons’ on molecules and polyatomic ions.Molecule:SO2 (Sulfur dioxide)S is in the 6th group and O is also in the same group in the periodic table.Total valence electrons = 6(S) + 2*6(2O) = 6+12=18Ion:NO3– (nitrate ion)Total valence electrons = 5(N) + 3*6(3O) +1 (-1 charge) = 5+18+1=24Valence electrons of oxygen, sulfur and nitrogen STEP 2 : MAKE A SKELETON OF THE STRUCTURESELECT LEAST ELECTRO-NEGATIVE (EN) ATOM AS. Download Lewis Financial Group latest version for iOS free. Lewis Financial Group latest update: J Where is Lewis Financial Group 's headquarters? Lewis Financial Group is located in Shreveport, Louisiana, United States. Who are Lewis Financial Group 's competitors? Alternatives and possible competitors to Lewis Financial Group may include Hilt Financial Group, Swisher Financial Concepts, Inc, and Kuettel Capital.

Alicia Lewis – Layman Lewis Financial Group

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