Iris LeeCRD Number: 4568289
Current Firm: Deutsche Bank Securities Inc.
Iris Lee (CRD# 4568289) is an Investment Advisor Representative working at Deutsche Bank Securities Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Deutsche Bank Securities Inc.||Los Angeles, CA||Jul 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2002|
Total Assets Under Management5,524MILLIONS
Total Number of Accounts5,921ACCOUNTS
Average Account Value$932,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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