Kaleb Lewis
Kaleb Lewis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Wilmington, NC, with 2 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
3705 Federal Park Dr, Wilmington, NC, 28412
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kaleb works part-time as a retail associate at Herrings Outdoor Sports and as an advisor at Corning Federal Credit Union full-time. Kaleb also works as an advisor for Wealth Strategies, but spends no time on it.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations7 states
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