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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 Akers is a financial advisor at Beacon Pointe Advisors, LLC. Lewis is a Certified Financial Planner with over 20 years of experience in the industry. Lewis has worked for several firms throughout his career, including UVEST Financial Services Group, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Lewis specializes in providing financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles. Lewis's current employment is at Beacon Pointe Advisors, LLC, where he is registered as a Registered Investment Advisor with the state of North Carolina.
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.
Strategic management for diversified investment portfolios.
Consulting services
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
NC
03/01/2022 - Present
Beacon Pointe Advisors, LLC (ASHEVILLE NC)
LA
09/12/2005 - 01/31/2008
UVEST FINANCIAL SERVICES GROUP, INC. (RUSTON LA)
AZ
04/25/2003 - 08/26/2005
SAMCO FINANCIAL SERVICES, INC. (PHOENIX AZ)
NY
06/03/1997 - 04/28/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/18/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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