LG
Lewis Guilbeau
ELTEKON ADVISORS.
West Lake Hills, TX 78746
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CRD#: 6814137
LG
Professional summary
Lewis Guilbeau is a registered financial advisor currently at ELTEKON ADVISORS, LLC. located in West Lake Hills, Texas.
Lewis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lewis has worked at 1 firm and has passed the Series 65 exam.
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.
Insurance agent of Eltekon Insurance Agency, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Lewis Guilbeau's 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®
NoneExperience
Current
July 28, 2017 - Present
ELTEKON ADVISORS, LLC.
Office #1: 3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746RIA
CRD#: 115371
West Lake Hills, TX
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".
EA
ELTEKON ADVISORS, LLC.
ELTEKON | ELTEKON ADVISORS, LLC.
CRD#: 115371 / SEC#: 801-123415
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)California
Registered Investment Advisory firm - (12/7/2011 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2005 Terminated)District of Columbia
Registered Investment Advisory firm - (12/21/2005 Terminated)Florida
Registered Investment Advisory firm - (12/31/2008 Terminated)Georgia
Registered Investment Advisory firm - (12/31/2008 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2014 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2008 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2008 Terminated)Oklahoma
Registered Investment Advisory firm - (3/30/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2008 Terminated)Texas
Registered Investment Advisory firm - (3/30/2022 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2008 Terminated)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
Texas(7/28/2017)
Current Firm
EA
ELTEKON ADVISORS, LLC.
ELTEKON | ELTEKON ADVISORS, LLC.
CRD#: 115371 / SEC#: 801-123415
RIA
Registered Investment Advisory firm - (3/11/2022 Approved)California
Registered Investment Advisory firm - (12/7/2011 Terminated)Delaware
Registered Investment Advisory firm - (12/31/2005 Terminated)District of Columbia
Registered Investment Advisory firm - (12/21/2005 Terminated)Florida
Registered Investment Advisory firm - (12/31/2008 Terminated)Georgia
Registered Investment Advisory firm - (12/31/2008 Terminated)New Jersey
Registered Investment Advisory firm - (12/31/2014 Terminated)North Carolina
Registered Investment Advisory firm - (12/31/2008 Terminated)Ohio
Registered Investment Advisory firm - (12/31/2008 Terminated)Oklahoma
Registered Investment Advisory firm - (3/30/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/31/2008 Terminated)Texas
Registered Investment Advisory firm - (3/30/2022 Terminated)Virginia
Registered Investment Advisory firm - (12/31/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3839 Bee Caves Rd Suite 120, West Lake Hills, TX 78746
Mailing Address
Phone number
(512) 477-3200
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 715 |
| AUM (Assets Under Management) | $ 300,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
