Wyatt Lewis is a registered investment advisor at LPL Financial LLC, based in San Luis Obispo, CA, with 22 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3590 Sacramento Dr., Ste 140, San Luis Obispo, CA, 93401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Wyatt is a registered investment advisor with Lewis Financial since 2014, dedicating full-time hours to this role. He also provides investment advisory services through Lewis Financial since February 2024, spending full-time hours on this activity as well.
Employment History
Current Registrations
LPL Financial LLC
Lewis Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations19 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.