Lewis Rowe
Lewis Rowe is a registered investment advisor at LPL Financial LLC, based in Bloomfield Hills, MI, with 38 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
7 West Square Lake Road, Bloomfield Hills, MI, 48302
Get directionsHistory
Regulatory History (1)
Regulatory
February 1985Other Business Activities
Lewis provides financial planning and consulting services through Institutional Investment Consulting (IIC), an independent investment advisor firm, dedicating full-time hours to this activity. He also uses Kratero Consulting LLC for tax/investment purposes, spending minimal time on it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Iic
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Huntington Financial Advisors
The Huntington Investment CompanyBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
LPL Financial LLCBroker
LPL Financial LLC
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Comerica Securities
Comerica SecuritiesBroker
Charles Schwab & CO., INC.Broker
Roney & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
First of Michigan CorporationBroker
State Registrations1 state
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.