Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Clifford Lewis is a wealth advisor with over 20 years of experience in the financial services industry. Lewis holds Series 6, 7, 63, and 65 licenses, along with the SIE designation. He is also a Certified Financial Planner. Lewis has worked for a variety of financial institutions, including Transamerica Capital, Inc., SunAmerica Capital Services, Inc., and Woodbury Financial Services, Inc. He is currently a wealth advisor with CWM, LLC DBA Carson Wealth. Lewis provides investment advisory services, financial planning, estate planning, and other advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
10/30/2023 - Present
CWM, LLC (OMAHA NE)
GA
03/13/2013 - 11/02/2023
WOODBURY FINANCIAL SERVICES, INC. (MILTON GA)
NJ
11/07/2005 - 03/18/2013
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CO
02/20/2002 - 09/28/2005
TRANSAMERICA CAPITAL, INC. (DENVER CO)
IA
Issued 03/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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