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Rodney Ray Lewis

Wealth Attainment Strategies & Wealth Management

Cetera Advisor Networks LLC

San Antonio

TX

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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
    • -Charitable Planning
  • Insurance
    • -Life Insurance
    • -Health Insurance
    • -Long-Term Care Insurance
    • -Annuities
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cetera Advisor Networks 6 years, 9 months Jan 2013 - Present
Financial Network 3 years, 3 months Sep 2009 - Dec 2012

Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Aug. 7, 2019
    • $22.4M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 153
      number of clients
    • $146.7K
      Estimated Average Account Balance Per Client

Cetera Advisor Networks LLC

Last updated on Sept. 27, 2019
    • $18.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 72K
      Accounts
    • $253.1K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements