Brian LeeCRD Number: 1026135
Current Firm: Janney Montgomery Scott LLC
Brian Lee (CRD# 1026135) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Reading, PA and has over 35 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Kaufman Advisory Services, Inc.
|Janney Montgomery Scott Inc.||Allentown, PA||Dec 1980 - Current||37|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1982|
Total Assets Under Management19,593MILLIONS
Total Number of Accounts60,602ACCOUNTS
Average Account Value$323,312
- A percentage of assets under your management
- 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, 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