Nathan Lee, financial advisor Douglassville PA

Nathan Lee

CRD Number: 4454751
Current Firm: Lincoln Financial Securities Corporation

Nathan Lee (CRD# 4454751) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Douglassville, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Fort Wayne, IN Feb 2020 - Current 4
Key Investment Services LLC Douglassville, PA Sep 2016 - Current 7
First Niagara Securities Douglassville, PA May 2010 - Sep 2016 6
Lpl Financial Charlotte, NC May 2010 - Sep 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Nathan M. Lee
Phone Number: 800-237-3813
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    3,945
    MILLIONS
  • Total Number of Accounts
    18,171
    ACCOUNTS
  • Average Account Value
    $217,088
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • 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)
  • Other
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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