Richard Lewis
Richard Lewis is a registered investment advisor at Capital Analysts, based in Fort Washington, PA, with 30 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (1)
Criminal
December 1991Other Business ActivitiesSells Insurance
Richard is involved in several business activities, including owning an inactive company, co-owning real estate, and working as a benefits consultant. He also has past experience selling life insurance products and continues to service those clients.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
New England SecuritiesBroker
Pruco Securities CorporationBroker
State Registrations9 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.