Unclaimed Profile

James David Lewis

RESOURCE ADVISORY SERVICES, INC.·KNOXVILLE, Tennessee

Clean recordRESOURCE ADVISORY SERVICES, INC.

2095 LAKESIDE CENTRE WAY, KNOXVILLE, TN 37922CRD# 1281128Firm CRD# 110671

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James David Lewis · KNOXVILLE, TN

Registration

CRD #1281128 · RESOURCE ADVISORY SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James David Lewis is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with RESOURCE ADVISORY SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

RESOURCE ADVISORY SERVICES, INC.

AUM

$122M

Regulatory assets under management

Employees

Total firm employees

View all advisors at RESOURCE ADVISORY SERVICES, INC. →

Services

Financial planning

Portfolio management (individuals)

Other

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1281128

Firm CRD# 110671

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James David Lewis offer?

James David Lewis specializes in Financial Planning, Investment Management. Contact their office in KNOXVILLE, Tennessee for a consultation.

What are James David Lewis's credentials?

James David Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James David Lewis located?

James David Lewis is based in KNOXVILLE, Tennessee, working with RESOURCE ADVISORY SERVICES, INC.. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.

How does James David Lewis charge for services?

James David Lewis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESOURCE ADVISORY SERVICES, INC.?

RESOURCE ADVISORY SERVICES, INC. has approximately 6 employees and manages $122M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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