Dong-joon Lee (CRD# 6090737) is an Investment Advisor Representative working at American Wealth Management in Reno, NV and has over 11 years of experience in the finance industry.
CRD# 5245824
Prime Capital Investment Advisors, LLC
CRD# 5724615
Cunningham Investment Management, LLC
CRD# 4906843
Trident Capital Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| American Wealth Management | Reno, NV | Aug 2018 - Current | 5 |
| University Of Nevada, Reno | Reno, NV | Jun 2017 - Current | 6 |
| Schultz Financial Group Inc. | Reno, NV | Dec 2015 - Aug 2018 | 2 |
| University Of Nevada, Reno | Reno, NV | Aug 2016 - Dec 2016 | < 1 |
| Oracle Korea, Ltd. | Seoul, | Oct 2014 - Nov 2015 | 1 |
| Schultz Financial Group Inc. | Reno, NV | Dec 2007 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- AZ
- CA
- NV
- UT
-
Total Assets Under Management566MILLIONS
-
Total Number of Accounts835ACCOUNTS
-
Average Account Value$678,227
- 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
AZ, CA, CO, ID, MT, NV, TX, UT, WA
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