Johnny LeeCRD Number: 5287421
Current Firm: 1st Global Advisors Inc.
Johnny Lee (CRD# 5287421) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Lubbock, TX and has over 5 years of experience in the finance industry.
Trinity Wealth Management
Voya Financial Advisors, Inc.
Lpl Financial LLC
|1st Global Capital Corp||Lubbock, TX||Sep 2011 - Current||6|
|1st Global Advisors||Lubbock, TX||Sep 2011 - Current||6|
|West Texas Wealthcare Advisors, Inc.||Lubbock, TX||Jan 2007 - Current||11|
|United Supermarkets||Lubbock, TX||Jun 1997 - Current||20|
|American State Bank||Lubbock, TX||Jan 2005 - Jan 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2012|
Total Assets Under Management7,093MILLIONS
Total Number of Accounts21,134ACCOUNTS
Average Account Value$335,619
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV