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Stephen Lewis

41 Years of Experience
Greenville, PA
BrokerSells Insurance

Stephen Lewis is a registered investment advisor, based in Greenville, PA, with 41 years of industry experience.

Location

62 Clinton St., Greenville, PA, 16125

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Stephen is a school board member, coach, and vice president of a bar/restaurant, dedicating minimal time to each. He is also an advisory representative of a RIA, owner/president of Lewis Advisory Group LLC, and an independent insurance agent, dedicating a few hours per month to insurance sales.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
February 2018 - Present · 8 yrs 3 mos
Cambridge Investment Research, INC.Broker
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
October 2016 - February 2018 · 1 yr 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2009 - February 2018 · 8 yrs 11 mos
Butler, Wick & CO., INC.Broker
November 1984 - March 2009 · 24 yrs 4 mos
State Registrations18 states
ALCAFLINLAMDMIMNMONCNMNYOHOKPASCTNTX
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.
Stephen Lewis - Financial Advisor | TrueAdvisor