Austin Lee (CRD# 5415765) is an Investment Advisor Representative working at Lee Financial Group in Ladera Ranch, CA and has over 3 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2238419
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lee Financial Group LLC | Ladera Ranch, CA | Jan 2022 - Current | 2 |
| Edwards Lifesciences | Irvine, CA | Apr 2020 - Current | 4 |
| World Financial Group, Inc. | Laguna Hills, CA | Aug 2018 - Current | 5 |
| Transamerica Financial Advisors, Inc. | Laguna Hills, CA | Jul 2020 - Apr 2022 | 1 |
| Sonendo Inc. | Laguna Hills, CA | Aug 2018 - Apr 2020 | 1 |
| Blizzard Entertainment | Irvine, CA | May 2018 - Aug 2018 | < 1 |
| Verizon Communication | Basking Ridge, NJ | Dec 2011 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2020 |
- CA
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts6ACCOUNTS
-
Average Account Value$94,109
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.