Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Young is a financial professional with over 20 years of experience in the financial services industry. Lewis has a strong background in portfolio management, financial planning, and estate planning. He is currently a Portfolio Strategist at CWM, LLC DBA CARSON PARTNERS and CWM, LLC DBA CARSON GROUP HOLDINGS. Lewis has held previous positions with LPL Financial, LLC, Sigma Financial Corporation, Prospera Financial Services, Inc., Wachovia Securities Financial Network, LLC, and Morgan Keegan & Company, Inc.. He is registered in both Louisiana and Nebraska as an investment advisor representative.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
11/16/2022 - Present
CWM, LLC (OMAHA NE)
LA
10/02/2017 - 11/23/2022
LPL FINANCIAL LLC (MONROE LA)
LA
04/01/2009 - 10/03/2017
SIGMA FINANCIAL CORPORATION (Monroe LA)
LA
03/31/2008 - 04/02/2009
PROSPERA FINANCIAL SERVICES, INC. (MONROE LA)
LA
04/13/2006 - 03/31/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (MONROE LA)
LA
02/26/2002 - 04/18/2006
MORGAN KEEGAN & COMPANY, INC. (RUSTON LA)
NY
10/26/2000 - 03/14/2002
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 11/28/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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