DL
DL

Derrick Lewis

23 Years of Experience
Griffin, GA
Broker

Derrick Lewis is a registered investment advisor at Raymond James & Associates, INC., based in Griffin, GA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

220 W. College Street, Suite A, Griffin, GA, 30224

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Derrick is the Chairman of the Board for Gordon State College since 2011, supporting higher education in Georgia. He dedicates minimal time to this role.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
November 2004 - February 2013 · 8 yrs 3 mos
Morgan Keegan & Company, INC.Broker
November 2004 - February 2013 · 8 yrs 3 mos
A. G. Edwards & Sons, INC.
April 2003 - November 2004 · 1 yr 7 mos
A. G. Edwards & Sons, INC.Broker
October 2002 - November 2004 · 2 yrs 1 mo
State Registrations27 states
ALARCACOCTFLGAILINMAMDMIMSNCNHNVNYOHOKPASCTNTXVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.