Lee Fickes (CRD# 207148) is an Investment Advisor Representative working at Professional Analysts, LLC in Bay City, MI and has over 39 years of experience in the finance industry.
CRD# 1031068
Cwm, LLC
CRD# 5184145
Raymond James & Associates, Inc.
CRD# 3160022
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Triad Advisors, Inc. | Norcross, GA | Aug 2002 - Current | 21 |
| Professional Analysts, LLC | Bay City, MI | Aug 2002 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1984 |
- MI
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$435,463
- 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)
MI
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