Johnny Lee, financial advisor Lubbock TX
90 score

Johnny Lee

CRD 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 4 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Capital Corp Lubbock, TX Sep 2011 - Current 5
1st Global Advisors Lubbock, TX Sep 2011 - Current 5
West Texas Wealthcare Advisors, Inc. Lubbock, TX Jan 2007 - Current 9
United Supermarkets Lubbock, TX Jun 1997 - Current 19
American State Bank Lubbock, TX Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Johnny R. Lee
Phone Number: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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