W•••• E••• L••••

Title

Investment Advisor Representative with L•••• F••••••••reportedlewisfinancialslo.comfirm site, Sep 16, 2026

Years, as the firm states

42reportedlewisfinancialslo.com“With over 42 years of experience in financial advising, district management, and compliance, Wayne brings a deep understanding of both individual and organizational financial planning.”

Business email

wayne.lewis@lpl.comreportedlewisfinancialslo.comfirm site, Sep 16, 2026

Professional profile

lewisfinancialslo.com/team-member/wayne-e-lewisreportedlewisfinancialslo.comfirm site, Sep 16, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

• L•••• F••••••••• L•• independent RIA current
  since May 28, 2014 · San Luis Obispo, Ca
• A••••••••• F•••••••• S•••••••• L•• national BD
  Dec 15, 1997 to Oct 19, 2005 · San Luis Obispo, Ca

• A••••••••• F•••••••• S•••••••• L•• to L•••• F••••••••• L••
  left Oct 19, 2005, registered May 28, 2014 (3143 days) · Affiliated broker-dealer or bank to independent RIA

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Source

IAPD individual compilation feedreportedadviserinfo.sec.gov

Firm class

Independent wealth managerderived

Years in industry

28derivedfrom the earliest dated exam, employment or registration

Not published

disclosure flags, outside business text, branch street address