Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid James Lewis is a Registered Investment Advisor in Virginia. David Lewis is currently employed by Lewis-berkeley Asset Management, where he has been since July 2003. David Lewis has also held positions at CW Capital, Inc. in Washington, DC. David Lewis is registered with the state of Virginia. David Lewis is a Chartered Financial Analyst. David Lewis also manages a real estate management company called GSR Partners 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.
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
VA
04/27/2006 - Present
Lewis-Berkeley Asset Management (VIENNA VA)
IA
Issued 06/09/2003
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Lewis is the right advisor for you? Invested Better is here to help.
