Lee Cole (CRD# 4772324) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Kentwood, MI and has over 19 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regulus | Kentwood, MI | Aug 2015 - Current | 8 |
| Regal Investment Advisors | Kentwood, MI | Aug 2015 - Current | 8 |
| Bluerock Capital Markets, LLC | Newport Beach, CA | Jan 2015 - Jul 2015 | < 1 |
| Infinity Capital Management, LLC | Lansing, MI | May 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | May 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
- MI
-
Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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