Kaleb E. Lewis

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 01/2019
  Food Lion
  Sneads Ferry, NC
• 05/2018 → 08/2021
  Daily Grind
  Surf City, NC
• 04/2021 → 12/2024
  Herrings Outdoor Sports
  Surf City, NC
• 04/2022 → Present
  Corning Credit Union
  Wilmington, NC
• 08/2018 → 05/2022
  University Of North Carolina-Wilmington
  Wilmington, NC
• 07/2023 → Present
  Raymond James Financial Services, Inc.
  Wilmington, NC
• 08/2016 → 12/2017
  Coastal Carolina Community College
  Jacksonville, NC
• 08/2015 → 06/2018
  Dixon High School
  Holly Ridge, NC
• 02/2024 → Present
  Raymond James Financial Services Advisors, Inc
  Wilmington, NC

Other Businesses

(1)Name of Business: Wealth Strategies/CCU Wealth Strategies/Corning Credit Union Wealth Strategies Address: 3705 Federal Park Dr, Wilmington, NC, 28412-6909, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/31/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2024-01-05

Other Names

• Kaleb Lewis