William Lewis
William Lewis is a registered investment advisor at Wells Fargo Advisors, based in Collegeville, PA, with 39 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 Second Avenue, Suite D-300, Collegeville, PA, 19426
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
William is a notary public, has ownership stakes in WV Research Inc and WMLL Research, LLC, and serves on the Board of Trustees for Luzerne County Community College. He also works as a financial advisor for Princeton Harriman Insurance Solutions, dedicating a few hours per week.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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