Edward Lewis is a registered investment advisor at Agp Franklin, LLC, based in Franklin, TN, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 456 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AGP Franklin's wealth management fees are based on the value of your investments and are paid quarterly in advance. The annual fee can be up to 2.25%, depending on the complexity of your situation, the amount you invest, and your overall relationship with AGP Franklin. This fee includes certain custodial and administrative costs.
Location
725 Cool Springs Blvd., Suite 330, Franklin, TN, 37067
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2010Customer Dispute
November 2007Judgment / Lien
November 1996Other Business ActivitiesSells Insurance
Edward is a licensed insurance agent selling insurance products and implementing insurance recommendations. This activity requires minimal time.
Employment History
Current Registrations
Agp Franklin, LLC
Previous Registrations
Eudaimonia Partners, LLC
Morgan Stanley
Morgan StanleyBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Sws Financial ServicesBroker
Southwest Securities, INC.Broker
First Commercial Investments, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 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.