Jeffery Lewis

from Epic Trust Investment Advisors LLC
SEC regulated
Regulated Investment Advisor
Jeffery Lewis is a financial advisor based in Washington, Richland, with 13 years of experience. Jeffery currently works for Epic Trust Investment Advisors LLC. Jeffery maintains a S66 license (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffery Lewis works at Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC is a financial advisory firm based in Richland, Washington. It currently has approximately $216,554,841 of assets under management and employs about 6 people. Epic Trust Investment Advisors LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
1305 Fowler Street, Suite 2c, Richland, Washington, 99352

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