William Lee (CRD# 6514666) is an Investment Advisor Representative working at Advus Financial Partners, LLC in Lake Mary, FL and has over 8 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Advus Financial Partners, LLC | Lake Mary, FL | Jan 2022 - Current | 2 |
Unemployed | Orlando, FL | Nov 2021 - Dec 2021 | < 1 |
Commongood Securities | Orlando, FL | Jun 2018 - Oct 2021 | 3 |
Cnl Securities Corp | Orlando, FL | May 2016 - May 2018 | 2 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville, FL | Jun 2015 - May 2016 | < 1 |
Switch Representing 5-hour Energy | Gainesville, FL | Aug 2014 - May 2015 | < 1 |
University Of Florida | Gainesville, FL | Aug 2010 - May 2015 | 4 |
Lamco Advisory Services, Inc. | Lake Mary, FL | May 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 2015 |
S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- FL
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Total Assets Under Management2,764MILLIONS
-
Total Number of Accounts1,168ACCOUNTS
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Average Account Value$2,366,772
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CT, FL, GA, LA, MA, NH, NJ, NY, RI, TX
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