Susan Lewis
Susan Lewis is a registered investment advisor at Cetera Investment Advisers LLC, based in Sandersville, GA, with 40 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
106 Malone St, Sandersville, GA, 31082
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Susan is involved in numerous outside business activities, including insurance sales through various agencies and companies, taking about 10-20% of her time. She also participates in community organizations and manages rental properties.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Cantella & CO., INC.Broker
Raymond James Financial Services, INC.Broker
Edward D. Jones & CO., L.P.Broker
Prudential Securities IncorporatedBroker
State Registrations6 states
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