Thomas Lee (CRD# 7648859) is an Investment Advisor Representative working at Regal Investment Advisors LLC in Danville, VA and has 1 year of experience in the finance industry.
CRD# 2695770
Edward Jones
CRD# 6491200
Cambridge Investment Research Advisors, Inc.
CRD# 5019108
Davenport & Company LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regal Investment Advisors, LLC | Kentwood, MI | May 2023 - Current | 1 |
| Pittsville Pentecostal Holiness Church | Gretna, VA | Sep 2019 - Current | 4 |
| W&s Brokerage | Cincinnati, OH | Oct 2022 - Nov 2022 | < 1 |
| Western & Southern Life | Cary, NC | Aug 2022 - Nov 2022 | < 1 |
| Self Employed | Kittrell, NC | Jun 2019 - Aug 2019 | < 1 |
| Paul Shelton State Farm | Oxford, NC | Oct 2018 - May 2019 | < 1 |
| Self Employed | Kittrell, NC | Aug 2018 - Sep 2018 | < 1 |
| Cecil Burt State Farm | Raleigh, NC | May 2018 - Jul 2018 | < 1 |
| Unemployed | Kittrell, NC | Mar 2018 - Apr 2018 | < 1 |
| Kittrell Church Of God | Kittrell, NC | Apr 2015 - Feb 2018 | 2 |
| Woodmen Life | Kittrell, NC | Jan 2016 - May 2016 | < 1 |
| 15th Street Church Of God | Washington, NC | Mar 2004 - Mar 2015 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2023 |
- VA
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Total Assets Under Management2,550MILLIONS
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Total Number of Accounts12,870ACCOUNTS
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Average Account Value$198,173
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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