Robert LeeCRD Number: 1170833
Current Firm: Retirement Money Management
Robert Lee (CRD# 1170833) is an Investment Advisor Representative working at Retirement Money Management in Sarasota, FL and has over 33 years of experience in the finance industry.
A New Approach Financial Planning
Seacure Advisors LLC
Williams Wealth Management Group, Inc.
|Successful Money Management Of Sarasota||Sarasota, FL||Jul 2007 - Current||10|
|Lee Financial Of Sarasota, Inc.||Sarasota, FL||Jul 2007 - Current||10|
|Girard Securities, Inc.||San Diego, CA||May 2007 - Current||10|
|Retirement Money Management||Sarasota, FL||Aug 2005 - Current||12|
|Registered Investment Advisor||Sarasota, FL||Jun 2005 - Current||12|
|Lee & Lee Partnership||Largo, FL||Jan 1985 - Current||32|
|Successful Money Management||Clearwater, FL||Jan 1987 - Jul 2007||20|
|Lee Financial & Retirement Services||Clearwater, FL||Jan 1985 - Jul 2007||22|
|Raymond James Financial Services, Inc.||Sarasota, FL||Jun 1983 - Jul 2007||24|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
- Judgments / Liens
Total Assets Under Management63MILLIONS
Total Number of Accounts174ACCOUNTS
Average Account Value$362,127
- 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
AK, CA, DE, FL, GA, IL, MD, MI, MN, NC, NJ, NY, OH, PA, TN, TX, VA
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