Samara Lewinson is a registered investment advisor, based in Woodland Hills, CA, with 11 years of industry experience.
Location
20335 Ventura Blvd, Ste 203, Woodland Hills, CA, 91364
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Regulatory History
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.
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Samara works as a CPA/Legal Assistant at Hornstein Law Offices, dedicating nearly full-time hours to tax preparation, accounting services, and assisting attorneys. She also operates Hornstein Financial under the DBA NIR.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
LPL Financial LLCBroker
State Registrations6 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.