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Lewis Archer Mcmurran

A&M ADVISORY
PUYALLUP, WA
·CRD# 2911077·5 years registered

Professional Summary

Lewis Archer Mcmurran, who also goes by Lewis A Mcmurran, Lewis Archer Mcmurran, Lewis Archer Mcmurran III, is a registered financial advisor currently at A&M ADVISORY LLC located in Puyallup, Washington. Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Lewis has worked at 3 firms and has passed the Series 63, Series 65, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Lewis A Mcmurran, Lewis Archer Mcmurran, Lewis Archer Mcmurran Iii

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

5 years registered in the securities industry

Current & Past Employments

Current

A&M ADVISORY LLCCurrent·CRD# 317768
RIA
Puyallup, WA
August 6, 2026 - Present

Past

THE LEADERS GROUP, INC.Past·CRD# 37157
BD
Summit, NJ
May 24, 2022 - March 8, 2023
TLG ADVISORS, INC.Past·CRD# 111052
RIA
Bellevue, WA
April 7, 2022 - March 8, 2023

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Current Firm

AA
A&M ADVISORY LLC

A&M ADVISORY LLC

CRD#: 317768
Washington
Registered Investment Advisory firm - Washington (8/5/2026 Approved)

Contact Information

Main Address

Puyallup, WA

Phone Number

(253) 653-5331

# of Employees

1

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
CaliforniaERA - Withdrawn7/3/2025
NevadaERA - Withdrawn7/3/2025
WashingtonERA - Withdrawn7/3/2025
WyomingERA - Withdrawn7/3/2025

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.) BLACK PEARL ADVANCED LLC - 10/1/2021 - 5806 119th Avenue SE, Suite A, Bellevue, WA 98006 - Licensed insurance agent, take applications/seek clients/manage process, Not Investment Related. 4-6/hrs per week 20-30 hours/month (during trading hours). 2.) A&M ADVISORY LLC - 11/1/2021 - 5701 115th Avenue Court E, Puyallup, WA 98372 - Principal - RIA entity, Investment related.

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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.
IAR
Washington
(8/6/2026)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2022About the Series 63 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2021About the Series 65 exam

Series 6TO — Investment Company Products/Variable Contracts Representative Examination

Passed May 2022About the Series 6TO exam

SIE — Securities Industry Essentials Examination

Passed May 2022About the SIE exam

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CRS (Client Relationship Summary) - RIA

Click below to view Lewis Archer Mcmurran's CRS (Customer Relationship Summary).

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