LC
LC

Lewis Carron

43 Years of Experience
Tampa, FL
Broker

Lewis Carron is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

100 North Tampa, Suite 2400, Tampa, FL, 33602

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lewis is the founder and leader of the Chi Chi Rodriguez Academy And Foundation, a non-profit organization. He dedicates a few hours per week to this role, primarily focused on fundraising and organizing events.

Employment History
Current Registrations
Raymond James & Associates, INC.
January 1990 - Present · 36 yrs 4 mos
Raymond James & Associates, INC.Broker
January 1990 - Present · 36 yrs 4 mos
Previous Registrations
Shearson Lehman Hutton INC.Broker
April 1988 - February 1990 · 1 yr 10 mos
E. F. Hutton & Company INCBroker
October 1984 - April 1988 · 3 yrs 6 mos
American Municipal Securities, INC.Broker
January 1983 - October 1984 · 1 yr 9 mos
State Registrations18 states
ALAZDCFLGAILINKYMAMDMINCNYSCSDTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Lewis Carron - Financial Advisor | TrueAdvisor