Donald E. Lewis,  CFP<sup>&reg;</sup> - Financial Advisor

Donald E. Lewis, CFP®

EA

Owner

Lewis Financial LLC

126 RICE MILL CIRCLE, APT 1
SUNSET BEACH, North Carolina 28468
FINANCIAL ADVISOR'S WEBSITE
(800) 222-9286
(502) 418-6495
CONNECT WITH Donald
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General

Donald Lewis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lewis Financial LLC in SUNSET BEACH, North Carolina and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - EA

Insurance Licenses

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

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Business Taxes, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Irregular Income, Mutual Funds, Insurance, Retirement, Startup, Life Planning, Long-term Care, Medical & Health Issues, Personal Taxes

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