Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Lewis is a financial advisor with Willis Investment Counsel Inc., located in Gainesville, Georgia. John Michael Lewis has been working in the industry since August 2014. John Michael Lewis is registered as an Investment Advisor Representative in Georgia. John Michael Lewis has a Series 63 license, a Series 7 license, and has passed the Securities Industry Essentials Examination. John Michael Lewis is a Chartered Financial Analyst. John Michael Lewis's previous experience includes working for E*TRADE SECURITIES LLC in Alpharetta, Georgia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Other firms manage part of the item 5f amount for which we also have management and/or advisory responsibility.
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.
Family office, advisory and consulting fees
1
2
GA
08/01/2023 - Present
Willis Investment Counsel Inc. (GAINESVILLE GA)
GA
08/28/2014 - 12/24/2014
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 09/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/24/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure John Lewis is the right advisor for you? Invested Better is here to help.
