Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derrick? Claim Your ProfileDerrick Lewis is an Investment Advisor Representative at Lula Financial and has been in the industry for over 7 years. Derrick's primary focus is on financial planning and portfolio management for individuals. Derrick has a Series 65 license and is registered with the state of California. Derrick has expertise in various areas of financial planning, including retirement planning, college savings, and estate planning. Derrick is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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NC
01/01/2025 - Present
Lula Financial (Clayton NC)
IA
Issued 05/28/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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