Robert Lewis is a registered investment advisor at Wells Fargo Advisors, based in Tucson, AZ, with 25 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
4051 E Sunrise Dr Ste 200, [W6-Rbo], Tucson, AZ, 85718
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Regulatory History (1)
Customer Dispute
August 2024Other Business Activities
Robert owns several rental properties, some through LLCs (Heyburn Honeycakes, Danette Donuts, Cantora Cookies) with his spouse, and others directly. He dedicates minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations14 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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