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Douglas Joel Lewis

Managing Member, Chief Compliance OfficerLewis Financial Management, LLCCRD 722087

About Douglas Joel Lewis

Douglas Joel Lewis is listed as Managing Member, Chief Compliance Officer at Lewis Financial Management, LLC in Raleigh, NC. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Lewis Financial Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Douglas Joel Lewis work?

Douglas Joel Lewis is listed as Managing Member, Chief Compliance Officer at Lewis Financial Management, LLC on SEC Form ADV.

How much of Lewis Financial Management, LLC does Douglas Joel Lewis own?

Form ADV reports a beneficial ownership band of 50-75%.

Lewis Financial Management, LLC

TitleManaging Member, Chief Compliance Officer
Ownership50-75%
Control personYes
Since2004
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