Michael Lee, financial advisor Plano TX

Michael Lee

CRD Number: 5054095
Current Firm: Transamerica Financial Advisors, Inc.

Michael Lee (CRD# 5054095) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Debtmerica Santa Ana, CA Sep 2020 - Current 1
Texas Association Of Rural Schools San Saba, TX May 2018 - Current 3
Midstates Petroleum Houston, TX Jul 2013 - Current 8
Transamerica Financial Advisors, Inc. Plano, TX Jan 2012 - Current 9
Farming Booker, TX Oct 2005 - Current 16
World Financial Group, Inc. Plano, TX Dec 2004 - Current 17
Brooker Independent School District Booker, TX Apr 2020 - Jun 2020 < 1
Higgins Isd Higgins, TX Jun 2017 - Dec 2018 1
Spearman Independent School District Spearman, TX Feb 2017 - May 2017 < 1
Reigon Xvi Education Service Center Amarillo, TX Aug 2014 - May 2016 1
Panther Energy Company LLC Tulsa, OK Sep 2007 - Jul 2013 5
Horizon Wind Energy Edmond, OK Aug 2009 - Nov 2012 3
Booker Isd Booker, TX Aug 1993 - Nov 2012 19
Investment Advisors International Inc. Plano, TX Apr 2011 - Jan 2012 < 1
World Group Securities, Inc. Plano, TX Nov 2005 - Jan 2012 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2006
S65 NASAA Investment Advisors Law Examination Mar 2011
Contact Info for Michael R. Lee
Phone Number: 727-299-1800
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    2,071
    MILLIONS
  • Total Number of Accounts
    52,745
    ACCOUNTS
  • Average Account Value
    $39,264
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VI, VT, WA, WI, WV, WY

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