Lee Demma (CRD# 5497979) is an Investment Advisor Representative working at Lpl Financial LLC in Annapolis, MD and has over 13 years of experience in the finance industry.
CRD# 2185673
Cornerstone Advisory
CRD# 4449737
Morgan Stanley
CRD# 2465262
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Columbia, MD | Jun 2021 - Current | 2 |
| Lpl Financial LLC | Columbia, MD | Jun 2021 - Current | 2 |
| M&t Securities | Baltimore, MD | Aug 2017 - Current | 6 |
| Unemployed | Elkridge, MD | May 2017 - Aug 2017 | < 1 |
| Mml Investors Services, LLC | Elkridge, MD | Mar 2017 - May 2017 | < 1 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - May 2017 | < 1 |
| Metlife Securities Inc. | Baltimore, MD | Jan 2010 - Mar 2017 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2010 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
- MD
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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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