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John Joseph Lewis

LCM ADVISORY SERVICES, LLC·SANTA ANA, California
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1811 EAST GARRY AVENUE, SANTA ANA, CA 92705CRD# 1600550Firm CRD# 147980
01

About

John Joseph Lewis is a registered financial advisor based in SANTA ANA, California, affiliated with LCM ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LCM ADVISORY SERVICES, LLC
LCM ADVISORY SERVICES, LLC
AUM
$59M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LCM ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1600550
Firm CRD# 147980
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Joseph Lewis offer?
John Joseph Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA ANA, California for a consultation.
What are John Joseph Lewis's credentials?
John Joseph Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Joseph Lewis located?
John Joseph Lewis is based in SANTA ANA, California, working with LCM ADVISORY SERVICES, LLC. Their office serves clients in the SANTA ANA metropolitan area and surrounding communities.
How does John Joseph Lewis charge for services?
John Joseph Lewis's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LCM ADVISORY SERVICES, LLC?
LCM ADVISORY SERVICES, LLC has approximately 1 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SANTA ANA
Jared Seth Gordon — MCA REALTY, INCPeter Cheng — MCA REALTY, INCRonald Stanley Latin — LIBERTY WEALTH MANAGEMENT, LLCLinda Ann Barlow — BARLOW, LINDA, ANNThomas Edward Raguse — LCM ADVISORY SERVICES, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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