Reanna LeeCRD Number: 6117605
Current Firm: Thomas J. Herzfeld Advisors, Inc.
Reanna Lee (CRD# 6117605) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami Beach, FL and has over 10 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Efg Asset Management (americas) Corp.
Mml Investors Services, LLC
|Thomas J. Herzfeld Advisors, Inc.||Miami Beach, FL||May 2012 - Current||11|
|Reanna J M Lee, P.a.||Coral Gables, FL||Jan 2012 - Current||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Total Assets Under Management640MILLIONS
Total Number of Accounts307ACCOUNTS
Average Account Value$2,084,611
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CO, FL, IL, MI, NY, TX
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