Mark Lewis
Mark Lewis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Danville, VA, 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 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
177 Riverview Drive, Danville, VA, 24541
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Mark is the owner of Riverview Financial, a support company/DBA, since 2009. He dedicates minimal time to this business.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
Bi Investments, LLCBroker
Bi Investments, LLC
Uvest Financial Services And/or Compass Capital
Uvest Financial Services Group, INC.Broker
State Registrations12 states
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