Joshua Lees (CRD# 7111165) is an Investment Advisor Representative working at Fifth Third Securities, Inc. in Evendale, OH and has over 4 years of experience in the finance industry.
CRD# 2930449
Primerica Advisors
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fifth Third Securities | Cincinnati, OH | Apr 2019 - Current | 5 |
| Fifth Third Bank | Cincinnati, OH | Apr 2017 - Current | 7 |
| Prus Construction | Cincinnati, OH | Jan 2016 - Apr 2017 | 1 |
| Ohio State University | Columbus, OH | Aug 2013 - May 2016 | 2 |
| Farm Credit Mid America | Louisville, KY | Aug 2015 - Jan 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2019 |
- OH
- SC
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Total Assets Under Management7,983MILLIONS
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Total Number of Accounts40,143ACCOUNTS
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Average Account Value$198,861
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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, VT, WA, WI, WV, WY
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