Company Information

Get to know lewer financial advisors

Founded as an independent, fee-only Registered Investment Adviser (RIA), Lewer Financial Advisors, L.L.C. provides fiduciary investment management services. The firm specializes in creating and managing retirement plans, such as 401(k) and 403(b), for business owners and their employees. They also offer personalized wealth management and financial planning for individuals. As part of The Lewer Companies, which has been in business since 1956, their mission is to deliver objective financial advice and tailored strategies to help clients achieve their long-term financial goals.

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lewer financial advisors

United States

Founded in

1956 (70 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.