Lewis Young is a registered investment advisor, based in Omaha, NE, with 25 years of industry experience.
Location
14600 Branch St., Omaha, NE, 68154
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lewis works as a portfolio strategist for CWM, LLC (DBA Carson Partners) and CWM, LLC (DBA Carson Group Holdings) since November 2022. These roles involve reviewing and implementing portfolio investment models and assisting Carson Advisory representatives, taking up nearly full-time hours.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Cwm, LLC
Previous Registrations
LPL Financial LLCBroker
Newedge Advisors
Spc
Sigma Financial CorporationBroker
Prospera Financial Services, INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
AXA Advisors, LLCBroker
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.