Gary Lee (CRD# 1242630) is an Investment Advisor Representative working at Long View Financial Services, Inc. in Spokane, WA and has over 18 years of experience in the finance industry. Gary 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# 5438563
Wyatt Wealth Management
CRD# 6577036
Bormann Wealth Management, LLC
CRD# 7053502
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Spokane Audubon Society | Spokane, WA | Oct 2015 - Current | 8 |
| Long View Financial Services, Inc. | Spokane, WA | Nov 2006 - Current | 17 |
| United Planners' Financial Services Of America | Scottsdale, AZ | Aug 2006 - Current | 17 |
| Long View Financial Services, Inc. | Spokane, WA | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2005 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- TX
- WA
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Total Assets Under Management38MILLIONS
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Total Number of Accounts175ACCOUNTS
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Average Account Value$217,901
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, TX, WA
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