Andrea Lee (CRD# 6840050) is an Investment Advisor Representative working at Corevision Financial Group in Shelbyville, IN and has over 6 years of experience in the finance industry. Andrea Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1022482
Fifth Third Securities, Inc.
CRD# 5724984
Oneamerica Securities, Inc.
CRD# 4347325
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cvfg Llc D/b/a Corevision Financial Group | Shelbyville, IN | May 2023 - Current | < 1 |
| Lpl Financial LLC | Shelbyville, IN | Jul 2017 - Current | 6 |
| Shelby County Athletic Club | Shelbyville, IN | Aug 2005 - Current | 18 |
| Stay At Home Mom | Shelbyville, IN | Sep 2010 - Aug 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- IN
-
Total Assets Under Management298MILLIONS
-
Total Number of Accounts1,407ACCOUNTS
-
Average Account Value$211,875
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
FL, GA, IN, KY, OH, TN, TX
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