Michael Lee (CRD# 5054095) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Plano, TX and has over 18 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Booker Isd | Booker, TX | Jun 2023 - Current | < 1 |
World Financial Group, Inc. | Plano, TX | Feb 2022 - Current | 2 |
Midstates Petroleum | Houston, TX | Jul 2013 - Current | 10 |
Transamerica Financial Advisors, Inc. | Plano, TX | Jan 2012 - Current | 12 |
Farming | Booker, TX | Oct 2005 - Current | 18 |
Texas Association Of Rural Schools | San Saba, TX | May 2018 - Jul 2023 | 5 |
Plemons -stinnett-phillips Cisd | Stinnett, TX | Feb 2022 - Jun 2022 | < 1 |
Debtmerica | Santa Ana, CA | Sep 2020 - Mar 2022 | 1 |
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 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2006 |
S65 | NASAA Investment Advisors Law Examination | Mar 2011 |
- TX
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Total Assets Under Management1,619MILLIONS
-
Total Number of Accounts45,001ACCOUNTS
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Average Account Value$35,987
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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