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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theodore? Claim Your ProfileTheodore Lew is a financial advisor at Captrust. Theodore has been a financial advisor for over 15 years. Theodore is licensed in California and Texas. Theodore earned the Series 63 and Series 65 licenses in 2008 and 2011, respectively. Theodore has also earned the Series 6 license. Theodore is a Certified Financial Planner. Theodore specializes in Financial Planning, Pension Consulting, Portfolio Management for Individuals and Businesses and Portfolio Management for Pooled Investment Vehicles. Prior to joining Captrust, Theodore worked at Watermark Asset Management in San Ramon, CA.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
06/13/2019 - Present
Captrust (San Ramon CA)
CA
08/17/2011 - 05/23/2013
VALIC FINANCIAL ADVISORS, INC. (MODESTO CA)
CA
11/24/2008 - 08/15/2011
PRINCOR FINANCIAL SERVICES CORPORATION (MODESTO CA)
NE
09/27/1999 - 01/03/2002
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
IA
Issued 09/15/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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