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Delcena Delethia Lewis

RD LEWIS HOLDINGS, INC.·MAITLAND, Florida
Series 6, Series 65Clean record15 years registeredRD LEWIS HOLDINGS, INC.
253 NORTH ORLANDO AVENUE, MAITLAND, FL 32751CRD# 4468804Firm CRD# 156073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Delcena Delethia Lewis · MAITLAND, FL
Registration
CRD #4468804 · RD LEWIS HOLDINGS, INC. · 15 years registered
Brand Profile
Not yet started
01

Career History

RD LEWIS WEALTH MANAGEMENT
Mar 2011 – present
INDEPENDENT FINANCIAL PARTNERS
Aug 2016 – Aug 2018
Orlando, FL
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 65
Registration record
First registered · March 15, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RD LEWIS HOLDINGS, INC.
CRD 156073 · SEC 801-119654
AUM
$184M
Regulatory assets under management
Employees
8
750 client accounts
Services offered by RD LEWIS HOLDINGS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at RD LEWIS HOLDINGS, INC. →
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Frequently Asked Questions

What services does Delcena Delethia Lewis offer?
Delcena Delethia Lewis specializes in Financial Planning, Investment Management. Contact their office in MAITLAND, Florida for a consultation.
What are Delcena Delethia Lewis's credentials?
Delcena Delethia Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Delcena Delethia Lewis located?
Delcena Delethia Lewis is based in MAITLAND, Florida, working with RD LEWIS HOLDINGS, INC.. Their office serves clients in the MAITLAND metropolitan area and surrounding communities.
How does Delcena Delethia Lewis charge for services?
Delcena Delethia Lewis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RD LEWIS HOLDINGS, INC.?
RD LEWIS HOLDINGS, INC. has approximately 8 employees and manages $184M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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