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Malcolm C
Series 63, Series 66
Beaumont, TX
Asset Growth Associates Wealth Advisors
Malcolm Cain is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding Series 63 and Series 66 licenses and 25 years of industry experience. His prior roles include several positions within the Cetera network and Citizens National Bank. Outside of advising, he is involved in fixed insurance sales and co-owns a real estate business focused on residential and commercial properties, as well as a separate real estate venture specializing in property rehabbing. Asset Growth Associates Wealth Advisors is an independent, state-registered investment adviser managing approximately $14.2 million for individuals and high-net-worth clients. The firm provides discretionary portfolio management using a blend of fundamental, technical, cyclical, and quantitative analysis, employing long-term, short-term, and options strategies, and includes insurance product offerings through affiliated licensed professionals.
Jeffrey L
Series 65
Beaumont, TX
Asset Growth Associates Wealth Advisors
Jeffrey Lewis is a financial advisor with Asset Growth Associates Wealth Advisors in Beaumont, TX, holding a Series 65 designation and five years of industry experience. He has worked with Texas Registered Financial Consultants, PLLC since 2020 and has been affiliated with Physicians Mutual Insurance Co since 2015. In addition to advisory services, he acts as an insurance agent offering Medicare supplement, health, fixed annuities, and life insurance products. Asset Growth Associates Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and higher-net-worth clients. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, utilizing various investment strategies including options and third-party managers.
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