Deborah Lewis is a CFP-designated registered investment advisor, based in Oakmont, PA, with 21 years of industry experience.
Location
527 Cedar Way, Suite 101, Oakmont, PA, 15139
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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.
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Deborah hosts "Money Matters with the Lewis Family," a weekly call-in radio show about financial planning and related topics. She dedicates a few hours per week to this business and marketing activity.
Employment History
Current Registrations
Invicta Capital LLCBroker
Invicta Advisors LLC
Invicta Capital LLC
Previous Registrations
The Strategic Financial Alliance
Lewis Financial Management, LLC
The Strategic Financial Alliance, INC.Broker
H. Beck, INC.Broker
Sei Investments Distribution CO.Broker
Ppa Investments, INC.Broker
H. Beck, INC.Broker
State Registrations20 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.