Alexander Lewis, CPA, CFP®
Wealth Advisor
Bio
“I serve business owners and individuals who value family and faith.” – Alex Lewis
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 and 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 kids or golfing, enjoying the outdoors, and exercising.
alexander.lewis@lpl.com
803.749.7670
715 Kennerly Rd, Irmo, SC 29063
www.blackbridgesc.com
Niche
Education
SMALL BUSINESS OWNERS
Anderson
University
Philanthropy
Team in Training-Leukemia and Lymphoma Society
Services Include
but are not limited to
retirement income
planning
INVESTMENT
MANAGEMENT
asset
allocation
LONG-TERM
FINANCIAL PLANNING
401(K) ROLLOVER
SERVICES
Licenses & Registrations
Series 7
Series 66
CPA
CFP®
Securities Registration States:
Series 7:
General Securities Registered Representative
Held with LPL Financial
Series 66:
Uniform Investment Adviser
Held with LPL Financial
CPA:
Certified Public Accountant
CFP®:
CERTIFIED FINANCIAL PLANNER™ Practitioner
Securities Registration States:
AL, FL, GA, IL, NC, OH, SC, TX
General Securities Registered Representative
Uniform Investment Adviser
Certified Public Accountant
CERTIFIED FINANCIAL PLANNER™ Practitioner
AL, FL, GA, IL, NC, OH, SC, TX
Held with LPL Financial
Held with LPL Financial & IAA
check my background with finra
