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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Barron Lewis is an investment advisor representative at Capital Group Private Client Services, Inc. Robert is licensed in California, Florida, Georgia, Illinois, Nevada, New York and Texas. Robert has been in the industry since May 2004. Robert has passed the Series 7, Series 31 and Series 66 exams. Robert has previously worked at Sanford C. Bernstein & Co., LLC in Tampa, FL. Capital Group Private Client Services, Inc. specializes in providing investment advisory services to individuals, families, and institutions. The firm has offices in Los Angeles, CA and Boca Raton, FL.
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.
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.
A percentage of the total value of assets under management is charged.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
FL
05/11/2004 - 05/06/2009
SANFORD C. BERNSTEIN & CO., LLC (TAMPA FL)
BOTH
Issued 05/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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