Unclaimed
Lewis Stewart Evans is an Investment Advisor Representative associated with Burnham Gibson Wealth Advisors, LLC. Lewis has been in the industry since 2017 and holds the Series 65 license. Lewis is registered with the state of Maryland and Virginia, and currently works out of the Bethesda, Maryland office.
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.
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.
Value of plan assets
1
2
MD
10/14/2024 - Present
Burnham Gibson Wealth Advisors, LLC (BETHESDA MD)
IA
Issued 12/29/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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