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Private Wealth Services & Investment Advisory | Blackbridge Financial | Alex Lewis, CPA, CFP®
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Alex Lewis, CPA, CFP®

Blackbridge Financial

 

“I serve business owners and individuals who value family and faith.”

– Alex Lewis, CPA, CFP®

Alex Lewis

Check the background of this investment professional

Phone: (803) 749-7670

Email: alewis@nullbbridgefin.com

Address:

715 Kennerly Road

Irmo, SC, 29063

Alex Lewis, CPA, CFP®

Wealth Advisor

Alex is often asked why he chose this profession and his motivation is based on his core values: being impactful, authentic, and invested in education. He believes his role is to be a guide to those he serves, not only with their wealth but in their life and legacy. Alex believes the purpose of his business practice is to enhance the lives of his clients.

 

Alex serves business owners and individuals who value family and faith who need a knowledgeable advisor to lead them in all aspects of their financial lives. His clients want to be purposeful with their money and ensure that their assets will make an impact on the causes they are passionate about.

 

Clients know that Alex and his team will help them prepare them for their three biggest questions:

  • “Will my family be taken care of if something happens to me?”
  • “Will I reach my financial dreams and goals?”
  • “What is my business/personal legacy?”

 

Alex is motivated by helping clients go from hopeless to hopeful. When he is not in the office Alex can be found spending time with his wife and son or golfing, enjoying the outdoors, and exercising.

Niche:

Small Business Owners, H.E.N.R.Y’s, Retirees

 

Most Recent Passport Stamp:

Mexico

 

Education:

Anderson University

 

Hidden Talent:

Drummer

 

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Series 7

General Securities Registered Representative

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with Independent Advisor Alliance & LPL Financial

CPA

Certified Public Accountant

CFP

CERTIFIED FINANCIAL PLANNERTM Practitioner

 

Securities Registration States

AL, FL, GA, IL, NC, OH, SC, TX

 

Insurance Registration States

SC

 

Disclosure

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.

 

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