LF
LF

Lewis Fisher

26 Years of Experience
Winter Park, FL
Broker

Lewis Fisher is a registered investment advisor at Raymond James & Associates, INC., based in Winter Park, FL, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

631 W Morse Blvd, Suite 125, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Lewis is the Vice Chairman of the Board for the American Lung Association in Florida, a non-profit organization, since 2018. He dedicates a few hours per week to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.Broker
May 2009 - February 2013 · 3 yrs 9 mos
Morgan Keegan & Company, INC.
May 2009 - February 2013 · 3 yrs 9 mos
Wells Fargo Advisors, LLC
January 2005 - May 2009 · 4 yrs 4 mos
Wells Fargo Advisors, LLCBroker
December 2004 - May 2009 · 4 yrs 5 mos
Invest Financial Corporation
December 2002 - December 2004 · 2 yrs
Invest Financial CorporationBroker
November 2002 - December 2004 · 2 yrs 1 mo
Futureshare Financial LLCBroker
April 2002 - November 2002 · 7 mos
Quick & Reilly, INC.Broker
February 2002 - April 2002 · 2 mos
Banc of America Investment Services, INC.Broker
September 1999 - January 2002 · 2 yrs 4 mos
State Registrations23 states
ALCACODEFLGAIAILMAMDMEMINCNHNYOHPASCTNTXVAVTWA
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.
Lewis Fisher - Financial Advisor | TrueAdvisor