MP
Mark Phillips
from Lewis Asset Management
Mark Phillips is a financial advisor based in California, Lafayette,
with 21 years of experience. Mark currently works for
Lewis Asset Management.
Mark 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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Mark Phillips works at Lewis Asset Management
Lewis Asset Management is a financial advisory firm based in Lafayette, California. It currently has approximately $138,063,674 of assets under management and employs about 3 people. Lewis Asset Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
and a percentage of assets under your management
Office location
3559 Mt. Diablo Boulevard, Suite 202, Lafayette, California, 94549
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