Lee Financial Group
Lee Financial Group (CRD# 319537) is a financial advisory firm headquartered in , . They manage $564,656 in 6 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lee Financial Group
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts6ACCOUNTS
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Average Account Value$94,109
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lee Financial Group
1
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.
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