Kong Lee, financial advisor Plymouth MN

Kong Lee

CRD Number: 3264757
Current Firm: Vpwm Advisors, LLC

Kong Lee (CRD# 3264757) is an Investment Advisor Representative working at Vpwm Advisors, LLC in Plymouth, MN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Vpmw Advisors, LLC Plymouth, MN Aug 2016 - Current 7
Lpl Financial, LLC Plymouth, MN Mar 2013 - Current 11
Nrp Advisors Minneapolis, MN Jan 2014 - Aug 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2005
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for Kong M. Lee
Phone Number: (763) 587-7120
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    328
    MILLIONS
  • Total Number of Accounts
    2,014
    ACCOUNTS
  • Average Account Value
    $162,738
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IA, IL, MI, MN, MT, NC, ND, NE, OH, SC, TX, VA, WA, WI, WY

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