Gregory LeesCRD Number: 1309427
Current Firm: Crown Capital Securities, LP
Gregory Lees (CRD# 1309427) is an Investment Advisor Representative working at Crown Capital Securities, LP in Nashville, TN and has over 33 years of experience in the finance industry.
Retirement Resources Management, LLC
Fifth Third Securities, Inc.
Quinn Stauffer Financial, LLC
|Crown Capital Securities, LP||Nashville, TN||Jul 1999 - Current||18|
|Mutual Service Corporation||Nashville, TN||Mar 1999 - Current||19|
|The Equity Group||Nashville, TN||Jul 1984 - Current||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1984|
Total Assets Under Management745MILLIONS
Total Number of Accounts3,187ACCOUNTS
Average Account Value$233,877
- 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
AL, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, TN, TX, WA, WI
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