Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms Email and Phone Number

Managing Director - Financial Advisor at Raymond James @
Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms's Location
Shreveport, Louisiana, United States, United States
Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms's Contact Details

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms work email

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms personal email

n/a
About Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms

Tandy understands the importance of relationships and communication when it comes to building a successful financial plan. As a CERTIFIED FINANCIAL PLANNER™ professional and registered investment advisor representative with more than 35 years of experience, he provides his clients with independent, conservative guidance and helps them build portfolios aimed at preserving their hard-earned wealth. Tandy has his Series 7, Series 63 and Series 65 licenses. He holds a bachelor's degree in economics from the University of the South in Sewanee, Tennessee. Tandy is a member of the vestry of St. Mark's Cathedral and a member of The Community Foundation's investment committee. He also is a past president of Providence House, a homeless outreach program, and a past chairman of the Downtown Shreveport YMCA. In his free time, Tandy enjoys golf, tennis, saltwater fishing and exercise. He and his wife, Amy, have two children, Blain and Brant, and live in Shreveport.Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC.Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms's Current Company Details
Raymond James & Associates

Raymond James & Associates

Managing Director - Financial Advisor at Raymond James
Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms Work Experience Details
  • Raymond James & Associates
    Managing Director
    Raymond James & Associates Jan 1987 - Present
    I provide objective advice for each client by studying their unique financial situation, and create a personalized portfolio using asset allocation.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • E. F. Hutton
    Registered Representative/Account Executive
    E. F. Hutton Jul 1981 - Jan 1987
    Member of Blue Chip Club

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms Skills

Securities Series 7 Investments Retirement Planning Portfolio Management Asset Allocation Retirement Alternative Investments Financial Advisory Investment Management Investment Strategies College Education Planning Wealth Management Iras

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms Education Details

  • The University Of The South
    The University Of The South
    Economics
  • Jesuit High School
    Jesuit High School
    Liberal Arts

Frequently Asked Questions about Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms

What company does Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms work for?

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms works for Raymond James & Associates

What is Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms's role at the current company?

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms's current role is Managing Director - Financial Advisor at Raymond James.

What is Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms's email address?

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms's email address is ta****@****mes.com

What schools did Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms attend?

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms attended The University Of The South, Jesuit High School.

What skills is Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms known for?

Tandy G. Lewis, Jr., Cfp®, Awma®, Aams®, Wms has skills like Securities, Series 7, Investments, Retirement Planning, Portfolio Management, Asset Allocation, Retirement, Alternative Investments, Financial Advisory, Investment Management, Investment Strategies, College Education Planning.

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