Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Howard Perkins is a financial advisor with over 30 years of experience in the industry. Lewis Perkins is currently registered with Independent Financial Group, LLC. Lewis Perkins has been with Independent Financial Group since 2008. Prior to that, Lewis Perkins was with FINANCIAL WEST GROUP and W.J. GALLAGHER & COMPANY, INC.. Lewis Perkins is a Certified Financial Planner and holds licenses for Series 7, 24, 53, 63, and 66 exams. Lewis Perkins specializes in providing financial planning services to individuals, families, and businesses. Lewis Perkins also provides portfolio management services, retirement planning, and insurance planning.
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.
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.
1
2
CA
11/13/2008 - Present
Independent Financial Group, LLC (Hermosa Beach CA)
CA
07/22/1996 - 11/13/2008
FINANCIAL WEST GROUP (SANTA MONICA CA)
CA
02/17/1993 - 07/19/1995
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
AZ
05/19/1992 - 02/22/1993
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
07/15/1991 - 05/19/1992
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
CA
05/28/1991 - 07/24/1991
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 09/03/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Lewis Perkins is the right advisor for you? Invested Better is here to help.
