Advisor at Equitable Advisors
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Firm
Equitable Advisors
Location
Austell, GA 30168
Credentials
Series 63, Series 65
Industry experience
9 years
Malcolm Lewis is a financial advisor with Equitable Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Mass Mutual Investors Services and Pruco Securities. Outside of advising, he is involved in multiple entrepreneurial and community activities, including serving as CEO and pastor of Beacon of Light Christian Church and owning a private school focused on entrepreneurship and financial literacy. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by offering financial planning, retirement plan support, and access to asset management through a variety of third-party programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals, risk tolerance, and time horizon.
Based on Equitable Advisors
$0+: 0.20% to 2.50% annually (varies by program and asset level; see product-specific minimum and maximum fees) $0+: Financial planning fixed fees: $250 - $25,000 for new plans; $250 - $12,500 for reviews $0+: Financial planning hourly fees: $100 - $400 per hour
Variable life and annuity sales commissions and renewal commissions are received in brokerage capacity, not advisory fees.
Financial planning hourly fees generally range from $100 to $400 per hour.
Minimum fee: Financial planning fixed fees may range from $250 to $25,000 for new clients; follow-on plan review fees generally range from $250 to $12,500; hourly fees generally range from $100 to $400 per hour. Fee-only: Fee-based financial planning services are offered, including fixed and hourly fees as noted above.
2846 Veterans Memorial Hwy Sw
Austell, GA 30168
Georgia
Equitable Advisors
2024 - Present (2 years)
Mass Mutual Investors Services
2019 - 2024 (5 years)
Mass Mutual Life Insurance Co
2019 - 2024 (5 years)
Pruco Securities, LLC
2016 - 2019 (3 years)
Bestway Tax & Accounting
2002 - Present (24 years)
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Atlanta, GA
Steele Financial Studios
Series 63, Series 66
Atlanta, GA
Smarr Financial Services Inc.
Series 65
Atlanta, GA
Adam Capital
Series 63, Series 65
Smyrna, GA
Opportunity Investment Group, LLC
CFP®, Series 63
Atlanta, GA
Financial Staples
Series 65
Atlanta, GA
Littlefield Asset Management, Inc.
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