Edward B. Lewis

AGP FRANKLIN

FRANKLIN, TN 37067

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CRD#: 2248235

Professional summary

Edward Brett Lewis is a registered financial advisor currently at AGP FRANKLIN, LLC located in Franklin, Tennessee.

Edward is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Edward has worked at 8 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. less than 5% of time during the month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Brett Lewis's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 3, 2024 - Present

AGP FRANKLIN, LLC

Office #1: 725 Cool Springs Blvd. Suite 445, Franklin, TN 37067

RIA

CRD#: 331699

FRANKLIN, TN

Past

September 16, 2020 - September 3, 2024

EUDAIMONIA PARTNERS, LLC

RIA

CRD#: 283884

Franklin, TN

Past

April 1, 2011 - September 9, 2020

MORGAN STANLEY

RIA

CRD#: 149777

FRANKLIN, TN

Past

March 29, 2011 - September 9, 2020

MORGAN STANLEY

CRD#: 149777

FRANKLIN, TN

Past

June 30, 2004 - April 11, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

NASHVILLE, TN

Past

June 2, 2004 - April 11, 2011

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

NASHVILLE, TN

Past

March 30, 2004 - June 2, 2004

MOMENTUM INDEPENDENT NETWORK INC.

CRD#: 17587

DALLAS, TX

Past

September 14, 1994 - October 18, 1995

HILLTOP SECURITIES INC.

CRD#: 6220

DALLAS, TX

Past

March 22, 1994 - September 13, 1994

FIRST COMMERCIAL INVESTMENTS, INC.

CRD#: 30542

LITTLE ROCK, AR

Past

June 17, 1992 - April 7, 1994

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AGP FRANKLIN, LLC

AGP FRANKLIN, LLC | STRONG TOWER WEALTH MANAGEMENT, LLC | ASPEN GROVE ASSET MANAGEMENT

CRD#: 331699 / SEC#: 801-130499

RIA

Registered Investment Advisory firm - (7/25/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(9/3/2024)

IAR

Texas
(9/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/29/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/2/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/29/2004

General Securities Representative Examination

Current Firm

AGP FRANKLIN, LLC

AGP FRANKLIN, LLC | STRONG TOWER WEALTH MANAGEMENT, LLC | ASPEN GROVE ASSET MANAGEMENT

CRD#: 331699 / SEC#: 801-130499

RIA

Registered Investment Advisory firm - (7/25/2024 Approved)

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Contact information

Main Address

3326 Aspen Grove Drive Suite 602, Franklin, TN 37067

Mailing Address

Phone number

(615) 778-9842

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AGP FRANKLIN, LLC DISCLOSURE BROCHURE (11/10/2025)

Regulatory assets under management

Total Number of Accounts	649
AUM (Assets Under Management)	$ 195,168,875

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Edward B. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Edward Brett Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

EUDAIMONIA PARTNERS, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

MOMENTUM INDEPENDENT NETWORK INC.

HILLTOP SECURITIES INC.

FIRST COMMERCIAL INVESTMENTS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

AGP FRANKLIN, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2004

Series 63

Date: 7/2/1992

SIE

Date: 10/1/2018

Series 7

Date: 3/29/2004

Current Firm

AGP FRANKLIN, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AGP FRANKLIN, LLC

TRUST BUT VERIFY

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