Darryl Lewis
Darryl Lewis is a registered investment advisor at LPL Financial LLC, based in Evergreen Park, IL, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
9730 S Western Ave, Ste 440, Evergreen Park, IL, 60805
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Regulatory History (1)
Customer Dispute
December 2011Other Business ActivitiesSells Insurance
Darryl operates under the DBA Core Wealth Capital Partners for his LPL business since January 2021. He also has a business entity, D.D.E. Partners, LLC, for tax/investment purposes, which takes nearly full-time hours, and sells non-variable insurance since July 2021.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations28 states
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.