Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lewis? Claim Your ProfileLewis Partridge is a financial advisor with Mariner Wealth Advisors, with experience in the industry since 1994. Lewis has a wide range of experience with firms like Edward Jones, Dean Witter Reynolds Inc, and Veritas Independent Partners, LLC. Lewis is registered in Arkansas as an Investment Advisor Representative. Lewis holds Series 4, 7, 24, 31, 53, 63, and 65 licenses. Lewis is also a partner in JW Downtown Partners, LLC, which owns the building where Lewis' office is located. Lewis is currently located at the Mariner Wealth branch office in Benton, AR.
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.
Family office services
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.
1
2
AR
08/08/2023 - Present
Mariner Wealth (Benton AR)
AR
04/08/2019 - 12/01/2020
VERITAS INDEPENDENT PARTNERS, LLC (Benton AR)
AR
09/01/2016 - 03/06/2017
SUMMIT BROKERAGE SERVICES, INC. (BENTON AR)
AR
09/02/2016 - 11/03/2016
VSR FINANCIAL SERVICES, INC. (BENTON AR)
AR
02/12/2010 - 09/01/2016
VSR FINANCIAL SERVICES, INC. (BENTON AR)
AR
05/18/2004 - 02/18/2010
INVESTMENT PROFESSIONALS, INC. (LITTLE ROCK AR)
SC
10/29/2001 - 05/19/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MO
01/28/1997 - 10/30/2001
EDWARD JONES (ST. LOUIS MO)
NY
09/20/1994 - 02/07/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/21/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2005
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1994
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Lewis Partridge is the right advisor for you? Invested Better is here to help.
