Regina L Lewis
Investment adviser representative at Wellth Advisory Services, LLC
12 yearsExperience
1 stateRegistered in
$26.7BFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Retirement PartnersOct 2025 to now
- Wellth Advisory Services, LLCOct 2025 to now
- Capfinancial Partners LLC (captrust)Mar 2023 to Jul 2025
- Cap Partners, LLCMar 2020 to Mar 2023
- Northwestern Mutual Investment Services LLCJul 2018 to Mar 2020
- Todd ColburnJul 2018 to Mar 2020
- PaychexJul 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TN).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
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
- 6665851
- Firm CRD
- 330537