linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patricia Johnson Lewis

First Command Advisory Services

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patricia? Claim Your Profile

About Patricia Johnson Lewis

Patricia Lewis is a financial professional with experience in the industry since 2014. Patricia is currently registered with First Command Advisory Services and holds Series 6, 7, 63 and 65 licenses as well as the SIE. Patricia has previous experience with FSC Securities Corporation and Northwestern Mutual Investment Services, LLC. Patricia specializes in financial planning and portfolio management for individuals.

Firm Information

Patricia Lewis is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patricia Lewis’s Registration & Firm History

TX

06/02/2018 - Present

First Command Advisory Services (FORT WORTH TX)

CO

06/04/2015 - 12/31/2016

FSC SECURITIES CORPORATION (COLORADO SPRINGS CO)

CO

01/03/2014 - 07/30/2014

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)

Not sure if Patricia Johnson Lewis is right for you?

Licenses & Designations

IA

Issued 10/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/15/2016

Series 7 - General Securities Representative Examination

BC

Issued 01/03/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Johnson Lewis.
Not sure if Patricia Johnson Lewis is right for you?