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Benjamin William Lewis

Peachtree P.C. Investors, LLC

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About Benjamin William Lewis

Benjamin William Lewis is a financial professional with experience in the industry since 2020. Currently, Benjamin is a registered representative with Peachtree P.C. Investors, LLC, a firm that is active in the Broker-Dealer space. Benjamin has passed the Series 66, Series 7TO and SIE exams. Prior to joining Peachtree P.C. Investors, LLC, Benjamin was registered with Equitable Advisors, LLC in Charlotte, NC.

Firm Information

Benjamin Lewis is currently registered with Peachtree P.C. Investors, LLC. Peachtree P.C. Investors, LLC is a Limited Liability Company formed in February 2019 and registered in all 50 states, as well as the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Benjamin Lewis’s Registration & Firm History

GA

10/13/2023 - Present

Peachtree P.C. Investors, LLC (Atlanta GA)

NC

06/21/2021 - 08/19/2021

EQUITABLE ADVISORS, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 04/19/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2021

Series 7TO - General Securities Representative Examination

BC

Issued 08/18/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin William Lewis.
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