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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Bennett is a financial advisor with Hightower Advisors, LLC. Lewis has been in the industry since 1999 and has experience working with individuals, families, and businesses. Lewis holds a Certified Financial Planner designation. Lewis is registered to provide investment advice in Florida. Lewis is also a member of the firm's Private Wealth Management group. Lewis's specializations include retirement planning, estate planning, college savings, and investment management. Lewis and Hightower Advisors, LLC are committed to providing clients with personalized financial advice and guidance.
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.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/02/2025 - Present
Hightower Advisors, LLC (CHICAGO IL)
FL
06/15/2012 - 11/13/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (PUNTA GORDA FL)
FL
05/07/1999 - 06/18/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PUNTA GORDA FL)
BOTH
Issued 05/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 05/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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