Unclaimed
Lewis Mckay Johnson is an Investment Advisor Representative for CWA Asset Management Group, a firm that specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and investment companies. Lewis has been in the industry since 2012. Lewis is registered with the state of Florida and has a Series 65 license. Prior to joining CWA Asset Management Group, Lewis worked for Fundamental Global Investors in Charlotte, NC, and FGI Investment Strategies, LLC, in Naples, FL.
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.
A percentage of the total value of assets under management is charged.
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FL
04/26/2013 - Present
CWA Asset Management Group (NAPLES FL)
IA
Issued 04/18/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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