Ryan LeeCRD Number: 5461131
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ryan Lee (CRD# 5461131) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Monroe, LA and has over 8 years of experience in the finance industry.
Argent Advisors, Inc.
Raymond James Financial Services Advisors, Inc.
Century Securities Associates Inc.
|Bank Of America, Na||Monroe, LA||Dec 2009 - Current||6|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Monroe, LA||Oct 2008 - Current||8|
|Edward Jones||St Louis, MO||Dec 2007 - Oct 2008||< 1|
|Rock-tenn Company||Burr Ridge, IL||Mar 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV