J. Colter  Lewis,  CFP<sup>&reg;</sup> - Financial Advisor

J. Colter Lewis, CFP®

CPWA®, ChFC

Founder / Managing Partner

Endeavor Advisors

2001 Timberloch Pl, Ste 500
Spring, TX 77380-1375
(713) 510-1131

General

J. Colter Lewis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Endeavor Advisors in Spring, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: TX
  • Fixed annuities: TX
  • Variable annuities: TX

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Banking, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth

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