Deborah Rebecca Lewis
Investment adviser representative at Invicta Advisors LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$310.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Invicta Advisors, LLCSep 2025 to now
- Invicta Capital LLCSep 2025 to now
- The Strategic Financial Alliance, Inc.Mar 2013 to Sep 2025
- Lewis Financial Management, LLCApr 2011 to Jun 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (PA).
Invicta Advisors LLC
$310.2MAssets managed
1,163Clients
11Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1982851
- Firm CRD
- 298868