Lee House (CRD# 5494045) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Greeneville, TN and has over 16 years of experience in the finance industry. Lee House has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4697774
Osaic Wealth, Inc.
CRD# 5575979
Values First Advisors, Inc.
CRD# 6893763
Aldebaran Financial Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lee House Properties | Greeneville, TN | Feb 2020 - Current | 4 |
| Brick House Wealth Strategies | Greeneville, TN | Feb 2020 - Current | 4 |
| Concurrent Inv Advisors Llc Dba Brick House Wealth Strategies | Greeneville, TN | Feb 2020 - Current | 4 |
| Pks Investments | Albany, NY | May 2023 - Jul 2023 | < 1 |
| Raymond James Financial Services, Inc. | Greeneville, TN | Feb 2020 - May 2023 | 3 |
| Edward Jones | St Louis, MO | Feb 2008 - Feb 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- TN
- TX
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Total Assets Under Management6,257MILLIONS
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Total Number of Accounts18,097ACCOUNTS
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Average Account Value$345,746
- A percentage of assets under your management
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