ML
ChFC
ML
ChFC

Mark Lewis

4 Years of Experience
Phoenix, AZ

Mark Lewis is a ChFC-designated registered investment advisor at Sunlight Peaks Financial Partners, LLC, based in Phoenix, AZ, with 4 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 2 more.

Compensation
Fixed/Hourly
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

One-Time Plan:$25,000 - $50,000
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Location

Phoenix, AZ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Sunlight Peaks Financial Partners, LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
AZ
Advisor

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.