Thomas Lee, financial advisor Magee MS
93 score

Thomas Lee

CRD Number: 1112745
Current Firm: Raymond James Financial Services Advisors, Inc.

Thomas Lee (CRD# 1112745) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Magee, MS and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
First Baptist Church Mendenhall, MS Aug 2010 - Current 6
Raymond James Financial Services Advisors, Inc. Magee, MS Jan 2009 - Current 7
Priorityone Insurance Agency, Inc. Magee, MS Aug 2008 - Current 8
Priority One Bank Magee, MS Feb 2007 - Current 9
Raymond James Financial Services Magee, MS Jan 2007 - Current 9
The Strategic Financial Alliance, Inc. Atlanta, GA Jan 2007 - Jan 2007 < 1
Multi-financial Securities Corporation Denver, CO Jan 2004 - Jan 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1995
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Thomas H. Lee
Phone Number: 727-567-5877
Registered State(s):
  • LA
  • MS
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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