David Lee (CRD# 5375384) is an Investment Advisor Representative working at Mach-1 Financial Group, LLC in Rogers, AR and has over 16 years of experience in the finance industry.
CRD# 2462003
Lpl Financial LLC
CRD# 6210169
Arvest Wealth Management
CRD# 4133460
Stephens
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mach-1 Financial Group, Inc. | Rogers, AR | Jun 2013 - Current | 10 |
| Fusion Capital Management | Coppell, TX | Feb 2016 - Dec 2019 | 3 |
| Brookstone Capital Management | Wheaton, IL | Jan 2008 - Feb 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2007 |
- AR
- TX
-
Total Assets Under Management354MILLIONS
-
Total Number of Accounts3,089ACCOUNTS
-
Average Account Value$114,720
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, CA, FL, IA, IL, KS, KY, LA, MN, MO, NC, NE, OK, SC, TN, TX, WI
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