Maranda Lee (CRD# 4316433) is an Investment Advisor Representative working at Lpl Financial LLC in Alma, GA and has over 23 years of experience in the finance industry.
CRD# 3266608
Kestra Private Wealth Services, LLC
CRD# 4129026
Concourse Financial Group Advisors
CRD# 5663998
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pineland Investment Services, Inc. | Alma, GA | Oct 2021 - Current | 2 |
| Lpl Financial LLC | Alma, GA | Oct 2011 - Current | 12 |
| South Financial Products, Inc. | Alma, GA | Nov 2000 - Oct 2021 | 20 |
| South Banking Company | Alma, GA | Jun 1998 - Oct 2021 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2001 |
| S65 | NASAA Investment Advisors Law Examination | May 2021 |
- GA
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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