Lee Taylor (CRD# 4140039) is an Investment Advisor Representative working at The Jamison Edward Group in Gladstone, MO and has over 15 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Jamison Edward Group, LLC | Gladstone, MO | Oct 2019 - Current | 4 |
| Green Tree Heart, Llc Dba Integrated Financial Solutions Of Ka | Gladstone, MO | Jun 2010 - Current | 13 |
| St. Bernard Financial Services, Inc. | Kansas City, MO | Mar 2016 - Oct 2019 | 3 |
| Cetera Advisors LLC | Denver, CO | Jan 2013 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2008 |
- MO
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts26ACCOUNTS
-
Average Account Value$78,244
- 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
- Educational seminars/workshops
MO
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