Daewoo Lee (CRD# 6938529) is an Investment Advisor Representative working at Allmerits Asset, LLC in Buena Park, CA and has over 3 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allmerits Healthcare & Insurance Services | Buena Park, CA | Jan 2021 - Current | 3 |
| Allmerits Asset, LLC | Buena Park, CA | Aug 2020 - Current | 3 |
| Allmerits Financial & Insurance | Buena Park, CA | May 2015 - Current | 9 |
| Daewoo Capital & Insurance | Fullerton, CA | Jan 2012 - Current | 12 |
| Syncis | Gardena, CA | Mar 2008 - Apr 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2020 |
- CA
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts62ACCOUNTS
-
Average Account Value$76,992
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, NJ, NV
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