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Harold Lewis

Advisor at Empower Advisory Group

Updated today

Location

Crescent City, FL

Credentials

Series 63, Series 66

Industry experience

10 years

About

Harold Lewis is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. His prior roles include positions at Citigroup and Fidelity Brokerage Services. Outside of finance, he is involved in livestreaming, where he discusses true crime and paranormal phenomena. Empower Advisory Group primarily serves employer-sponsored retirement plan sponsors and participants, offering integrated financial planning and investment management through a platform connected to Empower’s recordkeeping and administrative services.

Client services

Based on Empower Advisory Group

Financial planning Portfolio management Educational seminars or workshops

Expertise

Based on Empower Advisory Group

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)

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Fee options

Fixed

One-time fees: $199, $299, $399, or $499 depending on enrollment and plan; Monthly subscription fees: $15 or $29 depending on enrollment

Subscriptions

Monthly subscription fees of $15 or $29 depending on enrollment; One-time fees as noted above

Location

Crescent City, FL

Most active in

Florida

Work history

Empower Advisory Group

2023 - Present (3 years)

Empower Financial Services, inc

2023 - Present (3 years)

Citigroup

2022 - 2023 (1 year)

Fidelity Brokerage services, LLC

2015 - 2022 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

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Series 63, Series 66

Palm Coast, FL

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Series 63, Series 65, Series 66

Palm Coast, FL

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Series 66

Palm Coast, FL

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