Victor LeeCRD Number: 5400945
Current Firm: Msi Financial Services, Inc.
Victor Lee (CRD# 5400945) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Pleasanton, CA and has over 9 years of experience in the finance industry.
Altos Investments, Inc.
Meyers Wealth Management
Fairway Asset Management, Inc.
|Metlife Securities Inc.||Oakland, CA||Aug 2007 - Current||9|
|Victors Hobbies Inc.||Newark, CA||Jan 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2007|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV