EL
Eric J. Lewis
ADVISOR ALLIANCE LLC
SHEPHERDSTOWN, WV 25443
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CRD#: 6865704
EL
Professional summary
Eric Jason Lewis is a registered financial advisor currently at ADVISOR ALLIANCE LLC located in Shepherdstown, West Virginia.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Eric 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.
Member/Partner of CPA firm - Ours Lawyer Lewis & Company PLLC
Member of various Limited Liability Companies involved in real estate development and other business activities
Board member - Jefferson Security Bank (a community bank)
Owner of single member LLC RIA, therefore no salary is paid, but all profits from RIA go to me.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Jason Lewis'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
January 10, 2018 - Present
ADVISOR ALLIANCE LLC
Office #1: 120 N Princess St, Shepherdstown, WV 25443RIA
CRD#: 289813
SHEPHERDSTOWN, WV
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
Pennsylvania(1/30/2020)
IAR
Virginia(7/12/2018)
IAR
West Virginia(1/10/2018)
Current Firm
AA
ADVISOR ALLIANCE LLC
ADVISOR ALLIANCE LLC | OLL INVESTMENTS LLC
CRD#: 289813 / SEC#:
Maryland
Registered Investment Advisory firm - (11/30/2022 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/30/2020 Approved)Virginia
Registered Investment Advisory firm - (7/12/2018 Approved)West Virginia
Registered Investment Advisory firm - (11/17/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
120 N Princess St, Shepherdstown, WV 25443
Mailing Address
Po Box 580, Shepherdstown, WV 25443
Phone number
(304) 728-6877
Established
Firm type
Fiscal year end
# of Employees
3
Red Flags
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