Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
40 years
Location
Sandersville, GA 31082
Cetera
Institution
Susan Lewis is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. She has held roles with several firms, including Avantax Insurance Agency and First Income Advisors. Outside of her advisory work, she serves on various nonprofit boards focused on community development and historic preservation, and is involved in local theater production and commercial real estate management. Cetera Investment Advisers LLC is an SEC-registered adviser with a nationwide network of over 10,000 independent advisors, serving individual and institutional clients. The firm offers a range of portfolio management and retirement services through multiple program structures, notable for its scale and diversified multi-manager platform.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Sandersville, GA
106 Malone St
Sandersville GA 31082
Advisors at this office
1
Georgia
40 years of industry experience
Cetera
2025 - Present • 1 year
Schaumburg, IL
Cetera Wealth Services, LLC
2025 - Present • 1 year
Sandersville, GA
Avantax Insurance Agency, Inc.
2017 - 2025 • 8 years
Sandersville, GA
First Income Advisors
2016 - Present • 10 years
Eden Praire, MN
Avantax Advisory services
2010 - 2025 • 15 years
Sandersville, GA
Donnie Sweat CPA
2009 - Present • 17 years
Wrightsville, GA
Avantax Insurance Services, LLC.
2009 - 2025 • 16 years
Sandersville, GA
Avantax Investment Services, INC.
2009 - 2025 • 16 years
Sandersville, GA
SLCS Property
2008 - Present • 18 years
Sandersville, GA
City Hall/Historic and Developmental
2004 - Present • 22 years
Sandersville, GA
Susan Lewis Real Estate
1994 - Present • 32 years
Sandersville, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Sandersville, GA
Edward Jones
Matthew Casto is a financial advisor at Edward Jones in Sandersville, GA, holding a Series 66 designation with six years of industry experience. He worked at Zaxby's Franchising LLC. for five years prior to joining Edward Jones in 2019. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.
Series 66
Sandersville, GA
LPL Financial
David Tapley Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for two years before joining LPL Financial in 2017. Outside of his advisory role, he is involved in transportation businesses serving non-emergency medical needs, including a company providing dialysis transportation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions delivered through a large network of investment adviser representatives.
Series 66
Sandersville, GA
LPL Financial
Justin May is a financial advisor with LPL Financial in Sandersville, GA, holding a Series 66 license and 19 years of industry experience. His prior roles include positions at Edward Jones and Commonwealth Financial Network. He is also involved with Southern Ethos Wealth Management, an independent wealth management firm. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a variety of financial planning and investment programs, utilizing model portfolios, third-party subadvisors, and customized strategies.
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