Patrick LeeCRD Number: 711925
Current Firm: Lpl Financial LLC
Patrick Lee (CRD# 711925) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has over 35 years of experience in the finance industry.
Western Wealth Management LLC
Lpl Financial LLC
|Lpl Financial LLC||San Diego, CA||Sep 2018 - Current||3|
|Sequioa Wealth Advisors & Investment Management, Inc.||San Diego, CA||Sep 2018 - Current||3|
|Lpl Financial||San Diego, CA||Jul 2014 - Sep 2018||4|
|Self Employed||San Diego, CA||Apr 2014 - Jul 2014||< 1|
|Lasalle St. Securities, LLC||San Diego, CA||Feb 2014 - Apr 2014||< 1|
|Lasalle St. Investment Advisors. LLC||San Diego, CA||Feb 2014 - Apr 2014||< 1|
|Securities America, Inc.||San Diego, CA||Sep 2012 - Jan 2014||1|
|Securities America Advisors, Inc.||San Diego, CA||Sep 2012 - Jan 2014||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1987|
|S65||NASAA Investment Advisors Law Examination||Jun 1995|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management404,176MILLIONS
Total Number of Accounts1,517,995ACCOUNTS
Average Account Value$266,257
- 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
- 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, WY
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