Unclaimed
James Bruce Lewis is an Investment Advisor Representative with Legacy Wealth Management, LLC. James has a total of 23 years of experience in the industry. James is also a lawyer and a certified financial planner. James has passed the Series 7, Series 24, and Series 63 exams. James's firm is based in Boise, ID and is registered with the SEC. James's firm manages over $373 million in assets.
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.
Advisory consulting
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.
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2
HI
01/16/2019 - Present
Legacy Wealth Management, LLC (Honolulu HI)
UT
04/06/2004 - 12/17/2004
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
IA
02/03/2004 - 04/16/2004
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
IA
Issued 12/18/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/20/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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