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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 Jerry Georges is a financial advisor with over 27 years of experience in the industry. Currently, Lewis Jerry Georges is registered with Davenport & Co. LLC, and has held this position since November 1998. Previously, Lewis Jerry Georges was registered with WHEAT, FIRST SECURITIES, INC. from February 1995 to December 1998. Lewis Jerry Georges holds the Series 63, Series 65, Series 7, and SIE licenses. Lewis Jerry Georges is registered in 25 states. Davenport & Co. LLC is headquartered in Richmond, Virginia and has over 200 licensed agents, investment advisor representatives, and registered representatives. Davenport & Co. LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
VA
05/28/1999 - Present
Davenport & Co. LLC (NORFOLK VA)
NC
02/17/1995 - 12/10/1998
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 03/28/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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