Lee Stennes (CRD# 5661396) is an Investment Advisor Representative working at Mpwm Advisory Solutions LLC in Alpharetta, GA and has over 14 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Watkinsville, GA | Feb 2020 - Current | 4 |
| Mpwm Advisory Solutions LLC | Watkinsville, GA | Feb 2020 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Atlanta, GA | Nov 2016 - Feb 2020 | 3 |
| Wells Fargo Advisors, LLC | Atlanta, GA | Apr 2016 - Feb 2020 | 3 |
| Wells Fargo Clearing Services, LLC | Buford, GA | Apr 2016 - Feb 2020 | 3 |
| J.p. Morgan Securities LLC | Johns Creek, GA | Oct 2012 - Apr 2016 | 3 |
| J.p. Morgan Securities LLC | Johns Creek, GA | Oct 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2009 |
- GA
-
Total Assets Under Management316MILLIONS
-
Total Number of Accounts779ACCOUNTS
-
Average Account Value$405,288
- A percentage of assets under your management
- Hourly charges
- 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)
AL, CA, FL, GA, LA, NC, NH, NJ, NY, SC, TN, TX, WA
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.