Stifel, Nicolaus & Company
46yrs
Top advisor by experience in Wilmington
3yrs
Kaleb Lewis
Full name on record: Kaleb E. Lewis
Financial advisor at Raymond James Financial Services Advisors
Based in Wilmington, North Carolina, Kaleb Lewis is a fiduciary financial advisor with 3 years of industry experience. Kaleb has been with Raymond James Financial Services Advisors since 2024. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 428 advisors with offices in Wilmington, and one of 402 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office3705 Federal Park Dr, Wilmington, NC 28412
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?1 state
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Kaleb
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Kaleb. 3705 Federal Park DrWilmington, NC 28412Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Kaleb
Tailored to Kaleb’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kaleb
How do I contact Kaleb?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Kaleb Lewis. Kaleb works from the Wilmington, NC office.
How long has Kaleb been a financial advisor?
Kaleb has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Kaleb hold?
Series 66. Tap any license on this page to see what it allows.
Is Kaleb a fiduciary?
Kaleb is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kaleb paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Kaleb for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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