Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Harold Lewis is a financial advisor registered with Vanguard Advisers, Inc. Austin has been in the financial services industry since 2012. Austin is a Certified Financial Planner (CFP®). Austin has a broad range of experience in the financial services industry, having worked with firms like CHARLES SCHWAB & CO., INC., TRANSAMERICA FINANCIAL ADVISORS, INC, and VALIC FINANCIAL ADVISORS, INC. Austin is currently registered with Vanguard Advisers, Inc. and is licensed in Alabama, North Carolina, and Texas. Austin works with a variety of clients including individuals, high-net-worth individuals, corporations, charitable organizations, and trusts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NC
04/28/2021 - Present
Vanguard Advisers, Inc. (Charlotte NC)
TX
09/12/2016 - 03/29/2018
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
TX
05/05/2015 - 12/26/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (PLANO TX)
TX
08/25/2014 - 05/07/2015
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
TX
12/03/2012 - 01/31/2014
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 05/21/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/2013
Series 4 - Registered Options Principal Examination
BC
Issued 05/07/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Austin Lewis is the right advisor for you? Invested Better is here to help.
