Jimmy Lewis
Financial Advisor @Consolidated Planning, Inc.
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WORK HISTORY
Financial Advisor @Consolidated Planning, Inc.
Charleston, SC, US
I am licensed to sell insurance and securities in SCRegistered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 Park South Dr. Suite 200, Charlotte, NC 28210,(70••••••07. Securities products and Advisory Services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly-owned subsidiary of Guardian. Consolidated Planning is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #41•••70. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity.
EDUCATION
Community College of the Air Force
Associates, Fabrication and Parachute Technologies
University of Maryland University College
Bachelor of Science (B.S.), Business Administration and Management
ABOUT JIMMY LEWIS
Want to know your financial health? Click here to find out: How do you know if you are making sound financial decisions? What does financial success really look like? And is there a way to achieve financial success while keeping more of the money you make? My practice is focused on helping families and small business owners optimize their finances to achieve their financial goals. I have been able to do so by following a philosophy that eliminates guesswork, challenges financial myths, and minimizes risk as the only option for reward. Conventional financial wisdom has failed. It’s time to stop thinking there are one-size-fits-all solutions; and instead, prioritize and focus on tailored solutions that make the most of what you have.After graduating high school, I enlisted in the Air Force where I served 27 years of honorable service; retiring in 2012 from Joint Base Charleston in Charleston, SC. My wife Becky and I have been happily married for over 39 years. We have 2 wonderful children and 3 beautiful grandchildren. When I am not actively helping my clients achieve their financial goals, I am usually spending time with family and friends. playing golf, hunting or fishing. If you want to learn more about how I can help you achieve financial security and balance, or if you are just simply interested in joining me on the golf course, or on the lake, please give me a call/text at 84••••••51 or send me an email at j•••••@cplanning.com./COMPLIANCE:20••••50/
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