Andrew Lee (CRD# 2588504) is an Investment Advisor Representative working at Money Concepts Advisory Service in Dover, ID and has over 29 years of experience in the finance industry.
CRD# 6388848
Edward Jones
CRD# 5461067
Edward Jones
CRD# 4516102
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Money Concepts Capital Corp | San Jose, CA | Feb 1995 - Current | 29 |
| Florentines Restaurant Corp. | Millipitas, CA | Sep 1994 - Current | 29 |
| Centers Business Management | Fremont, CA | Apr 1994 - Current | 30 |
| Choy Productions Inc. | San Jose, CA | Jun 1989 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1995 |
| S65 | NASAA Investment Advisors Law Examination | May 1999 |
- ID
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Total Assets Under Management2,904MILLIONS
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Total Number of Accounts14,363ACCOUNTS
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Average Account Value$202,187
- 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
- Other
VI
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