Shelby Lewis
Shelby Lewis is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 10 years of industry experience. Shelby operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
655 W Broadway 12th Fl, San Diego, CA, 92101
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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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Shelby has a part-time real estate license and works as an agent. This requires minimal time each month.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Investment Services LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Investment Advisers LLC
First Allied Securities, INC.Broker
First Allied Advisory Services, INC.
Pacific Wealth Strategies Group, INC.
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
State Registrations1 state
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.