Andrew Lewis is a registered investment advisor at LPL Financial LLC, based in Narberth, PA, with 34 years of industry experience. Andrew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
Narberth, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Andrew is associated with Infinity Wealth Management, LLC as a DBA for his LPL business since 2010.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations10 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.
Exams
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