Lee Generous, financial advisor Braintree MA

Lee Generous

CRD Number: 5765351
Current Firm: Lpl Financial LLC

Lee Generous (CRD# 5765351) is an Investment Advisor Representative working at Lpl Financial LLC in Braintree, MA and has over 10 years of experience in the finance industry. Lee Generous has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Braintree, MA Jan 2015 - Current 6
Fidelity Investments Boston, MA May 2013 - Jan 2015 1
Fidelity Family Offices Services Boston, MA Feb 2010 - May 2013 3
Fidelity Pricing And Cash Management Services Boston, MA Aug 2008 - Feb 2010 1
Fidelity Pricing And Cash Management Services Boston, MA Sep 2005 - Jun 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2010
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Lee M. Generous
Phone Number: 704-733-3300
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    207,793
    MILLIONS
  • Total Number of Accounts
    892,326
    ACCOUNTS
  • Average Account Value
    $232,867
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VI, VT, WA, WI, WV, WY

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