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Derek Martin Lewis

R.P. BOGGS & CO.·LAKE WYLIE, South Carolina
Clean recordR.P. BOGGS & CO.
4100 CHARLOTTE HWY., LAKE WYLIE, SC 29710CRD# 5701113Firm CRD# 134217

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Derek Martin Lewis · LAKE WYLIE, SC
Registration
CRD #5701113 · R.P. BOGGS & CO.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Derek Martin Lewis is a registered financial advisor based in LAKE WYLIE, South Carolina, affiliated with R.P. BOGGS & CO.. 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
Introduction

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03

Firm Overview

Firm
R.P. BOGGS & CO.
AUM
$235M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at R.P. BOGGS & CO. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5701113
Firm CRD# 134217
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Derek Martin Lewis offer?
Derek Martin Lewis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE WYLIE, South Carolina for a consultation.
What are Derek Martin Lewis's credentials?
Derek Martin Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Derek Martin Lewis located?
Derek Martin Lewis is based in LAKE WYLIE, South Carolina, working with R.P. BOGGS & CO.. Their office serves clients in the LAKE WYLIE metropolitan area and surrounding communities.
How does Derek Martin Lewis charge for services?
Derek Martin 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 R.P. BOGGS & CO.?
R.P. BOGGS & CO. has approximately 4 employees and manages $235M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at R.P. BOGGS & CO.

Samuel Dean Swisher
LAKE WYLIE, SC
Debra Lynn Dagilus
LAKE WYLIE, SC
Robert Paul Boggs
LAKE WYLIE, SC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)FLORENCE (24)MT. PLEASANT (22)ROCK HILL (14)RIDGELAND (12)SPARTANBURG (10)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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