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Zachary Lewis

Evoke Advisors

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About Zachary Lewis

Zachary Lewis is an Investment Advisor Representative at Evoke Advisors. Zachary has been in the industry since 2022. Zachary is registered with the state of California as an Investment Advisor Representative. Zachary is also licensed to provide securities and investment advisory services. Zachary is a Series 65 holder and has passed the Securities Industry Essentials Examination. Zachary's specialties include Financial Planning, Portfolio Management for Individuals and Pooled Investment Vehicles, and Pension Consulting.

Firm Information

Zachary Lewis is currently registered with Evoke Advisors. Evoke Advisors is an investment advisor with offices in Los Angeles, CA. The firm provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management services to high-net-worth individuals, charitable organizations, pooled investment vehicles, pension and profit-sharing plans, corporations or other businesses, guilds and associations, and individuals other than high-net-worth. The firm manages over $27 billion in assets.
Evoke Advisors

10635 SANTA MONICA BLVD.

LOS ANGELES, CA 90025

$27.46B

Assets Under Management

1

Total Clients

35

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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other

Administrtive service, financial planning, and sub-advisory fees

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Zachary Lewis’s Registration & Firm History

CA

09/07/2023 - Present

Evoke Advisors (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 09/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary Lewis.
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