Lee Lien, financial advisor Ann Arbor MI
90 score

Lee Lien

CRD Number: 5570562
Current Firm: Comerica Securities

Lee Lien (CRD# 5570562) is an Investment Advisor Representative working at Comerica Securities in Ann Arbor, MI and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Comerica Securities, Inc. Farmington, MI Jul 2008 - Current 8
Comerica Bank Farmington, MI Nov 2007 - Current 9
National City Troy/ann Arbor, MI Apr 2004 - Nov 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Lee Lien
Phone Number: 313-222-7402
Firm Website: https://www.comerica.com
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    920
    MILLIONS
  • Total Number of Accounts
    2,261
    ACCOUNTS
  • Average Account Value
    $406,914
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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