Rachel Caroline Lewis
Investment adviser representative at Values Added Financial
13 yearsExperience
2 statesRegistered in
$313.7MFirm assets
5 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
- Seminars and workshops
Experience
13 years in the industry.
- Values Added Financial, LLCJun 2026 to now
- Dame Caroline, LLCJan 2026 to Jun 2026
- Lifeguide Financial AdvisorsSep 2025 to Dec 2025
- Amplified PlanningJun 2025 to Sep 2025
- Boston Institute of FinanceAug 2024 to Mar 2025
- Ten Thousand VillagesNov 2022 to May 2024
- SabbaticalApr 2022 to Oct 2022
- King Arthur Baking CompanySep 2018 to Mar 2022
- Extended Maternity LeaveApr 2017 to Aug 2018
- The Hershey CompanyJul 2013 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (DC, PA).
Values Added Financial
Legal name: Values Added Financial LLC
$313.7MAssets managed
115Clients
8Advisers
5 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
- 8237120
- Firm CRD
- 288912