Gina Lee, financial advisor Lacey WA

Gina Lee

CRD Number: 6161750
Current Firm: Lpl Financial LLC

Gina Lee (CRD# 6161750) is an Investment Advisor Representative working at Lpl Financial LLC in Lacey, WA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Seattle, WA May 2021 - Current < 1
Prospera Financial Services Inc. Dallas, TX Dec 2020 - May 2021 < 1
E.k. Riley Investments Seattle, WA Jan 2013 - Nov 2020 7
Unemployed Seattle, WA Dec 2012 - Jan 2013 < 1
Get A Flushot.com Seattle, WA Aug 2012 - Nov 2012 < 1
Unemployed Auburn, WA Jun 2012 - Aug 2012 < 1
Reno Police Dept Reno, NV Dec 2010 - Jun 2012 1
Whole Foods Market Reno, NV Jul 2010 - Jun 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2016
S65 NASAA Investment Advisors Law Examination May 2017
Contact Info for Gina R. Lee
Phone Number: 704-733-3300
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    268,834
    MILLIONS
  • Total Number of Accounts
    1,055,189
    ACCOUNTS
  • Average Account Value
    $254,773
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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