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Delcena Delethia Lewis

RD LEWIS HOLDINGS, INC.·MAITLAND, Florida
Clean recordRD 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Delcena Delethia Lewis is a registered financial advisor based in MAITLAND, Florida, affiliated with RD LEWIS HOLDINGS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RD LEWIS HOLDINGS, INC.
RD LEWIS WEALTH MANAGEMENT
AUM
$184M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4468804
Firm CRD# 156073
View on FINRA BrokerCheck →

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05

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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