LR
LR

Lewis Jay Ringham

9 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
495 clients
Average Client Portfolio
$248K average
Assets Under Management
$122.8M

Fee Structure

Financial Planning:Charged separately
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Location

Naples, FL

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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 ActivitiesSells Insurance

Lewis is an insurance agent with Amerity Financial, LLC since May 2023, offering insurance products for commission. This activity, which is not investment-related, takes about 10-20% of his time.

Employment History
Current Registrations
Blacktower Financial Management (US) LLC
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
Skybound Wealth Management USA, LLC
May 2021 - September 2023 · 2 yrs 4 mos
Beacon Global Advisor Network, LLC
July 2017 - April 2021 · 3 yrs 9 mos
Devere USA INC.
July 2016 - May 2017 · 10 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.