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Dorothy Anne Lewis

Financial Insights

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About Dorothy Anne Lewis

Dorothy Anne Lewis is a financial advisor registered with the state of Washington and Texas. Dorothy has been in the industry since 1980, and is currently a registered representative at Financial Insights. Dorothy is a Certified Financial Planner. Dorothy has experience in both financial planning and portfolio management, and has worked with various clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Firm Information

Dorothy Lewis is currently registered with Financial Insights. Financial Insights, based in Tacoma, WA, is an investment advisor with over $789 million in assets under management. The firm specializes in financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They offer educational seminars and assist clients in selecting other advisors.
Financial Insights

1551 BROADWAY

TACOMA, WA 98402

$789.09M

Assets Under Management

Not reported

Total Clients

7

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Dorothy Lewis’s Registration & Firm History

WA

11/02/2010 - Present

Financial Insights (TACOMA WA)

WA

09/24/1984 - 12/31/2006

RAYMOND JAMES FINANCIAL SERVICES, INC. (TACOMA WA)

NA

07/15/1982 - 09/20/1984

PACIFIC WEST SECURITIES, INC.

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Licenses & Designations

BC

Issued 07/21/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/24/1984

Series 24 - General Securities Principal Examination

BC

Issued 06/19/1982

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dorothy Anne Lewis.
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