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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lewin is an Investment Advisor Representative with Tucker Asset Management LLC. Michael Lewin is licensed in Florida. Michael Lewin has been working in the securities industry since January 1996. Michael Lewin has passed the Series 65 exam and is currently registered in Florida and Texas. Michael Lewin has previously worked at Lewin & Associates, Inc, Advisory Advocates, Sowell Management Services, Wealth Watch Advisors, and Foundations Investment Advisors LLC. The firm provides financial planning services, selection of other advisors, and portfolio management for individuals.
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.
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.
Shares in fees paid to third party investment advisers
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2
FL
11/15/2024 - Present
Tucker Asset Management LLC (Clearwater FL)
IA
Issued 02/23/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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