Minjoo LeeCRD Number: 5924064
Current Firm: H.d. Vest Advisory Services, Inc.
Minjoo Lee (CRD# 5924064) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Mill Valley, CA and has over 6 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|Minjoo Lee Cpa||Oakland, CA||Aug 2014 - Current||3|
|H.d. Vest Advisory Services||Oakland, CA||Oct 2013 - Current||4|
|H.d. Vest Investment Services||Mill Valley, CA||May 2011 - Current||6|
|Minjoo Lee Cpa||Sacramento, CA||Jun 2010 - Current||7|
|Hwang And Choi Cpas||Oakland, CA||Feb 2009 - May 2010||1|
|Farmers||Daly City, CA||Jul 2008 - Jan 2009||< 1|
|Bachechi, Crom & Co||San Francisco, CA||Nov 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2011|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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