Daniel R Lewis (CA #0703000) - SafeMoney.com

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California

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Wealth Preservation Advisors President
Address:
73660 State Highway 111,Suite 1 Palm Desert CA 92260

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Born and raised in the Pacific Northwest Served 4 years active duty United States Coast Guard 1967-1971 Began my financial services career January 1, 1973 Moved to Palm Desert, Ca. June 1987. Independent financial service processional. Chartered life Underwriter, Chartered Financial Consultant,Life Underwriter Training Counsel Fellow Investment Advisory services offered through Horter Investment, LLC a Sec-Registered Investment Advisor.

Horter Investment does not provide legal or tax advice. Investment Advisor Representatives of Horter Investment Management may only conduct business with residents of the states and jurisdictions in which they are properly registered or exempt from registration requirements. Insurance and annuity products are sold separately through Daniel R Lewis Wealth Preservation Advisors Inc. Securities transactions for Horter Investment Management clients are placed through Trust Company of America, TD Ameritrade and Jefferson National Life Insurance Company.

 

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