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Betty Lewis

Raymond James Financial Services Advisors, INC
8 Years of Experience
Fort Myers, FL
Broker
View SEC Summary
View SEC Summary

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. Betty is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

13720 6 Mile Cypress Parkway, Suite #1, Fort Myers, FL, 33912

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
December 2018 - Present · 7 yrs 10 mos
Raymond James Financial Services, INC.Broker
February 2018 - Present · 8 yrs 8 mos
State Registrations1 state
FL
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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