Michael LeeCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management2,071MILLIONS
Total Number of Accounts52,745ACCOUNTS
Average Account Value$39,264
- A percentage of assets under your management
- 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
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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