LP
CFP
LP
CFP
Lewis Post is a CFP-designated registered investment advisor, based in Norman, OK, with 36 years of industry experience. Lewis is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2900 Adams Rd, SUite 130, Norman, OK, 73069
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2001Denied
Other Business ActivitiesSells Insurance
Lewis operates ClearPath Wealth Partners as a DBA for brokerage business through NewEdge Advisors, spending full-time hours on financial planning, investment activities, and servicing accounts. He also works as an insurance agent selling fixed insurance and fixed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Newedge Securities, LLCBroker
January 2022 - Present · 4 yrs 9 mos
Newedge Advisors
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - February 2022 · 12 yrs 8 mos
Morgan Stanley
June 2009 - February 2022 · 12 yrs 8 mos
Citigroup Global Markets INC.
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
September 1992 - July 1993 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1990 - September 1992 · 2 yrs 6 mos
State Registrations13 states
ALAZCOFLLAMAMOMSOHOKSCTXVA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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