Deborah Lewis
Deborah Lewis is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Blue Ridge, GA, with 39 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Blue Ridge, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2010Regulatory
December 2001Other Business Activities
Deborah is a partner and financial advisor at D-Squared Investments, LLC since 2012. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Triad Advisors LLCBroker
Triad Advisors, LLC
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Johnson, Lane, Space, Smith & CO., INC.Broker
State Registrations10 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.