AL
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Andrew Lewis

3 Years of Experience
1 DisclosureSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
66 advisors
Number of Clients
4,042 clients
Average Client Portfolio
$144K average
Assets Under Management
$581.9M

Fee Structure

Financial Planning:Included in AUM fee
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Location

390 Diablo Rd, Suite 100, Danville, CA, 94526

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History

Regulatory History (1)
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Criminal
February 2013
Final Disposition
Other Business ActivitiesSells Insurance

Andrew is an Area Vice President at Appreciation Financial, focusing on insurance, life, and annuity products, dedicating about half his time. He also works as an independent contractor for ERC Specialists, LLC, a specialty payroll company, spending a few hours per week assisting businesses with Employee Retention Credit qualification.

Employment History
Current Registrations
Encompass More Asset Management LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Verity Asset Management
January 2022 - November 2022 · 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.