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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Boone? Claim Your ProfileBoone Lewis is a financial advisor with Cerity Partners LLC. Boone is registered with the state of Kentucky. Boone has been in the financial services industry since 2016 and has experience working with various clients, including high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth. Boone holds a Series 6, Series 63, and Series 65 license and has expertise in various financial areas, including financial planning, portfolio management, pension consulting, and tax services. Before joining Cerity Partners LLC, Boone worked with NYLIFE Securities LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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KY
01/01/2025 - Present
Cerity Partners LLC (Louisville KY)
KY
05/15/2018 - 02/24/2020
NYLIFE SECURITIES LLC (LOUISVILLE KY)
IA
Issued 11/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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