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Jerald Bradley Lewis

HRC WEALTH MANAGEMENT, LLC·MOSCOW, Idaho
Unclaimed Profile
315 S. ALMON, MOSCOW, ID 83843CRD# 4483202Firm CRD# 117212
01

About

Jerald Bradley Lewis is a registered financial advisor based in MOSCOW, Idaho, affiliated with HRC WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HRC WEALTH MANAGEMENT, LLC
HRC WEALTH MANAGEMENT, LLC
AUM
$330M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at HRC WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4483202
Firm CRD# 117212
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jerald Bradley Lewis offer?
Jerald Bradley Lewis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in MOSCOW, Idaho for a consultation.
What are Jerald Bradley Lewis's credentials?
Jerald Bradley Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerald Bradley Lewis located?
Jerald Bradley Lewis is based in MOSCOW, Idaho, working with HRC WEALTH MANAGEMENT, LLC. Their office serves clients in the MOSCOW metropolitan area and surrounding communities.
How does Jerald Bradley Lewis charge for services?
Jerald Bradley Lewis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HRC WEALTH MANAGEMENT, LLC?
HRC WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $330M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MOSCOW
David Evan Jones — HRC WEALTH MANAGEMENT, LLCJames Robert Pilcher — HRC WEALTH MANAGEMENT, LLCCade Leigh Konen — HRC WEALTH MANAGEMENT, LLCNathan Scott Strong — HRC WEALTH MANAGEMENT, LLCMark Alexander Mooring — NORTHSTAR FINANCIAL MANAGEMENT, INC.
Nearby cities in Idaho
BOISE (123)EAGLE (31)KETCHUM (27)IDAHO FALLS (20)MERIDIAN (16)
City Guides
BOISE GuideEAGLE GuideKETCHUM GuideIDAHO FALLS GuideMERIDIAN Guide
Research
Advisor Fees in IdahoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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