Nancy Elizabeth Lewis-heliotes
Investment adviser representative at Momentum Independent Network Inc.
15 yearsExperience
3 statesRegistered in
$1.6BFirm assets
24 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Momentum Independent Network Inc.Oct 2020 to now
- Rotary InternationalNov 2012 to now
- Free Run Wine CompanyJul 2011 to now
- Raymond James Financial Services Advisors Inc.Oct 2017 to Aug 2020
- Raymond James Financial Services, Inc.Sep 2017 to Aug 2020
- Tri Counties BankSep 2017 to Aug 2020
- Cetera Advisor Network, LLCJan 2017 to Sep 2017
- Cwm, LLCMar 2016 to Sep 2017
- Kuhlmann FinancialJun 2015 to Sep 2017
- LPL Financial, LLCMay 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (CA, HI, LA).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
24 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
- 2532011
- Firm CRD
- 17587