James LeeCRD Number: 1868717
Current Firm: Questar Asset Management, Inc.
James Lee (CRD# 1868717) is an Investment Advisor Representative working at Questar Asset Management, Inc. in Mandeville, LA and has over 11 years of experience in the finance industry.
Fpl Capital Management, LLC
Ameriprise Financial Services, Inc.
Gregory Ricks Llc Dba Gregory Ricks & Associates
|Questar Capital Corporation||Minneapolis, MN||Dec 2006 - Current||10|
|Questar Asset Management||Minneapolis, MN||Jun 2006 - Current||11|
|Lee Advisory||Metairie, LA||Jan 2000 - Current||17|
|Usallianz Securities Inc.||Minneapolis, MN||Nov 2004 - Dec 2006||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2005|
Total Assets Under Management839MILLIONS
Total Number of Accounts5,071ACCOUNTS
Average Account Value$165,362
- 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
- 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