Franklyn Lee, financial advisor Glenview IL

Franklyn Lee

CRD Number: 3187500
Current Firm: Glenview Financial Group LLC

Franklyn Lee (CRD# 3187500) is an Investment Advisor Representative working at Glenview Financial Group LLC in Glenview, IL and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Bear, Stearns & Company Inc. New York, NY Oct 2003 - Current 19
Cibc World Markets New York, NY Apr 1998 - Current 24
Glenview Financial Group, LLC Glenview, IL Jan 1974 - Current 48
Weiss & Company LLP Northfield, IL Jan 1974 - Current 48
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1999
S66 NASAA Uniform Combined State Law Examination Oct 2001
Contact Info for Franklyn E. Lee
Phone Number: 847-441-8800
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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