Having spent 10 years working for a listed brokerage in Abu Dhabi, Lewis has vast experience of the international financial services industry. Specialising in pension transfer advice for UK nationals now residing in the USA, Lewis provides individuals with all aspects of financial planning.
Having studied Business Management at the Webber International University in Florida, Lewis went on to gain his Chartered Institute of Securities & Investments Level 2 as well as passing the Uniform Investment Adviser Law Exam.
All the advice provided by GWM USA is provided through a registered investment adviser with clear and transparent charging structures, full disclosure and a variety of service level agreements to suit your individual circumstances. Reference to a registered investment adviser does not imply a certain level of skill or training.
GWM USA LLC is part of the GWM Group, for all Group regulatory details please visit our regulations page. GWM USA LLC through its advisors offers investment and financial advisory services through Beacon Global Advisor Network, LLC (BGAN), a registered investment adviser with the Securities and Exchange Commission (SEC).
SEC number : 801-110724 : CRD number is 288833. Registration with the SEC does not imply a certain level of experience or education and does not mean the SEC approves or endorses BGAN.