Dong-joon LeeCRD Number: 6090737
Current Firm: American Wealth Management
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.
Prime Capital Investment Advisors, LLC
Cunningham Investment Management, LLC
Trident Capital Advisors, LLC
|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|
Total Assets Under Management501MILLIONS
Total Number of Accounts815ACCOUNTS
Average Account Value$615,225
- 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.