Robert Lewis
Robert Lewis is a ChFC-designated registered investment advisor at VALIC Financial Advisors, INC., based in Atlanta, GA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
- Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
- The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
Location
2300 Windy Ridge Parkway S.E., Suite 240 S, Atlanta, GA, 30339
Get directionsHistory
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
Robert is an agent selling non-securities insurance products since 2022, dedicating a few hours per week. He is also the Vice President of Lakeview Homeowners Association, spending minimal time on community improvements and voting on HOA issues.
Employment History
Current Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Previous Registrations
Aig Capital Services, INC.Broker
Pruco Securities, LLC.Broker
Hartford Equity Sales Company INC.Broker
Nationwide Investment Services CorporationBroker
Guardian Investor Services LLCBroker
Cadaret, Grant & CO., INC.Broker
Painewebber IncorporatedBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.