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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin James Lewis is a wealth advisor with Ashton Thomas Private Wealth, a firm with offices in Scottsdale, Arizona and Helena, Montana. Martin James Lewis is a CERTIFIED PUBLIC ACCOUNTANT and holds licenses in Arizona, Montana, Nebraska, Oregon and Texas. Martin James Lewis has been in the financial services industry since 2000. Martin James Lewis has experience working with high net worth individuals, corporations, and charitable organizations. Martin James Lewis specializes in investment advice, financial planning and selection of other advisors. Martin James Lewis is also a board member of the University of Montana Tax Institute Advisory Board.
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.
Personalized portfolio management to meet individual financial objectives.
Variable product model design and maintenance
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.
A percentage of the total value of assets under management is charged.
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2
MT
12/01/2023 - Present
Ashton Thomas Private Wealth (Helena MT)
MT
02/27/2020 - 11/11/2021
WELLS FARGO CLEARING SERVICES, LLC (HELENA MT)
CA
12/13/2000 - 05/18/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
01/26/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 03/17/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/01/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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