Edward Brett Lewis
Investment adviser representative at Agp Franklin, LLC
15 yearsExperience
2 statesRegistered in
$247.1MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Agp Franklin, LLCSep 2024 to now
- Eudaimonia Partners, LLCSep 2020 to Sep 2024
- Morgan StanleyMar 2011 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Agp Franklin, LLC
$247.1MAssets managed
456Clients
3Advisers
2 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
- 2248235
- Firm CRD
- 331699