Manly Lee (CRD# 1222337) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Birmingham, AL and has over 38 years of experience in the finance industry.
CRD# 2842337
Nbc Securities, Inc.
CRD# 6641051
Rfg Advisory, LLC
CRD# 6186795
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park, KS | Apr 2023 - Current | 1 |
| (dba) Red Mountain Financial | Birmingham, AL | May 2019 - Current | 4 |
| Concourse Financial Group Securities (fka Proequities, Inc.) | Birmingham, AL | May 2018 - Apr 2023 | 4 |
| First Advisors Capital Inc. | Birmingham, AL | May 2018 - Oct 2018 | < 1 |
| Mml Investors Services LLC | Birmingham, AL | Mar 2017 - May 2018 | 1 |
| Mass Mutual Life Insurance Company | Springfield, MA | Jul 2016 - May 2018 | 1 |
| Metlife Securities Inc. | Birmingham, AL | Aug 1989 - May 2018 | 28 |
| Metropolitan Life Insurance Company | Birmingham, AL | Aug 1989 - Jul 2016 | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1986 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2009 |
- AL
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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