Betty Lewis
Betty Lewis is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 8 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13720 6 Mile Cypress Parkway, Suite #1, Fort Myers, FL, 33912
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Betty owns rental real estate property since May 2024 and is a part-time real estate agent since September 2020 to help a family member. She also dedicates about half of her time to administrative duties and assisting other financial advisors and managers at Weinstein Wilkes Financial Group since June 2017.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations1 state
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