Richard Lees, financial advisor Woodland Hills CA

Richard Lees

CRD Number: 2713733
Current Firm: Richard Lees Capital Management
Compensation Model: Fee Only

Richard Lees (CRD# 2713733) is an Investment Advisor Representative working at Richard Lees Capital Management in Sherman Oaks, CA and has 20 years of experience in the finance industry. 

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Company Name Location Dates Years
Richard Lees Capital Management Sherman Oaks, CA Aug 2014 - Current 9
Richard Lees Capital Management Studio City, CA Jun 1996 - Aug 2014 18

Richard Lees has no recent exams reported.
Contact Info for Richard Lees
Phone Number: 818-963-8744
Registered State(s):
  • CA
Current Firm Details
Richard Lees Capital Management
Firm's CRD Number: 111785
By the Numbers
  • Total Assets Under Management
    6
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $524,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

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