Martin Lee (CRD# 4024387) is an Investment Advisor Representative working at Church Organizers Foundation in Mason, MI and has over 24 years of experience in the finance industry.
CRD# 3201611
Cambridge Investment Research Advisors, Inc.
CRD# 6489315
Cg Advisory Services
CRD# 5739197
Mml Investors Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Church Organizers Foundation, Npo | Mason, MI | May 2016 - Current | 7 |
| St. Matthew Lutheran Church & School, Lcms | Westland, MI | Jan 2016 - Current | 8 |
| Lpl Financial LLC | Mason, MI | Dec 2013 - Current | 10 |
| St. Paul's Lutheran Church | Glen Burnie, MD | Jul 2014 - Dec 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
- MI
-
Total Assets Under Management10MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$252,500
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, MI
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