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Lewis Webb

Advisor at LPL Financial

Updated today

Location

Americus, GA 31709

Credentials

Series 66

Industry experience

22 years

About

Lewis Webb is a financial advisor at LPL Financial with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2018. Prior to that, he was employed at Kovack Advisors, Inc. and Kovack Securities Inc. Webb is also the owner of Little Run Cattle Ranch in Smithville, GA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

205 South Lee St Ste A

Americus, GA 31709

Most active in

Georgia · Texas

Work history

LPL Financial

2018 - Present (8 years)

Kovack Advisors, Inc.

2015 - 2018 (3 years)

Kovack Securities Inc.

2014 - 2018 (4 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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George H

Series 66

Americus, GA

Edward Jones

George Hooks Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he was a principal at Arnold & Hooks, LLC for nine years. He serves as a board member for the Corporation of the Episcopal Diocese of Georgia, where he participates in overseeing the endowment and investment policies. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Austin L

Series 66

Americus, GA

Edward Jones

Austin Lightner is a financial advisor with Edward Jones in Americus, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked for a decade at TCI Powder Coatings. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets through a large network of advisors and offices, offering a range of advisory programs, managed accounts, and affiliated investment products under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Robert P

Series 63, Series 66

Americus, GA

Edward Jones

Robert Parks is a financial advisor with Edward Jones in Americus, GA, holding Series 63 and Series 66 designations and bringing 37 years of industry experience. He has been with Edward Jones since 1988. Parks serves as a board member for Hospice of Americus & Sumter County. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with more than $1 trillion in assets under management and a nationwide network of over 23,000 advisors. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Retired Founder/Business Owner Executive

Mark H

Series 63, Series 66

Americus, GA

Edward Jones

Mark Hayes is a financial advisor with Edward Jones in Americus, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kelly W

ChFC®, Series 63, Series 66

Americus, GA

Edward Jones

Kelly Willis is a financial advisor with Edward Jones in Americus, GA, holding the ChFC® designation and Series 63 and 66 licenses. She has 23 years of industry experience and has been with Edward Jones since 2011. Outside of her advisory role, she jointly owns rental properties with her husband but does not manage them. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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