William Lewis is a CFP-designated registered investment advisor at W.H. Lewis Financial, LLC., based in Eugene, OR, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 7 clients with $540K in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Eugene, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the Chief Operations Officer for Lebanon Community School District 9, leading K-12 school district operations since July 2023. This role requires more than full-time commitment.
Employment History
Current Registrations
W.H. Lewis Financial, LLC.
Previous Registrations
W.H. Lewis Financial, LLC.
W.H. Lewis Financial, LLC
State Registrations1 state
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