Unclaimed Profile

Sherman Lenard Lewis

FARMERS FINANCIAL SOLUTIONS, LLC·AGOURA HILLS, California

FARMERS FINANCIAL SOLUTIONS, LLC

30801 AGOURA RD., AGOURA HILLS, CA 91301CRD# 6699701Firm CRD# 103863

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Sherman Lenard Lewis · AGOURA HILLS, CA

Registration

CRD #6699701 · FARMERS FINANCIAL SOLUTIONS, LLC

Brand Profile

Not yet started

Disclosure history

3 disclosures on file · See FINRA BrokerCheck for full record

About

Sherman Lenard Lewis is a registered financial advisor based in AGOURA HILLS, California, affiliated with FARMERS FINANCIAL SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Client Types

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FARMERS FINANCIAL SOLUTIONS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 6699701

Firm CRD# 103863

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sherman Lenard Lewis offer?

Sherman Lenard Lewis specializes in Financial Planning. Contact their office in AGOURA HILLS, California for a consultation.

What are Sherman Lenard Lewis's credentials?

Sherman Lenard Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sherman Lenard Lewis located?

Sherman Lenard Lewis is based in AGOURA HILLS, California, working with FARMERS FINANCIAL SOLUTIONS, LLC. Their office serves clients in the AGOURA HILLS metropolitan area and surrounding communities.

How does Sherman Lenard Lewis charge for services?

Sherman Lenard Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FARMERS FINANCIAL SOLUTIONS, LLC?

FARMERS FINANCIAL SOLUTIONS, LLC has approximately 25 employees. The firm is registered with the SEC as an investment adviser.

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