Elijah Lee (CRD# 6557098) is an Investment Advisor Representative working at Lpl Financial LLC in Waterloo, IA and has over 7 years of experience in the finance industry.
CRD# 5204878
Cetera Investment Advisers LLC
CRD# 5622169
Ameriprise Financial Services, LLC
CRD# 4720768
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial | Cedar Falls, IA | Jan 2021 - Current | 3 |
| Student | Denver, CO | Aug 2020 - Nov 2020 | < 1 |
| Gwfs Equities Inc. | Greenwood Village, CO | Feb 2017 - Aug 2020 | 3 |
| Lpl Financial, LLC | Cedar Falls, IA | Apr 2016 - Feb 2017 | < 1 |
| Lee Wealth Management | Cedar Falls, IA | Mar 2016 - Feb 2017 | < 1 |
| Lee Wealth Mgmt | Cedar Falls, IA | Dec 2015 - Feb 2017 | 1 |
| Zhook Media | Denver, CO | Jun 2015 - Feb 2017 | 1 |
| Zhook Media | Denver, CO | Jan 2015 - Feb 2017 | 2 |
| Fidelity Brokerage Services LLC | Greenwood Village, CO | Sep 2015 - Dec 2015 | < 1 |
| Fidelity Investments | Greenwood Village, CO | Sep 2015 - Dec 2015 | < 1 |
| Zhook Media - Colorado Over 50 | Colorado Springs, CO | May 2015 - Jun 2015 | < 1 |
| Zhook Media - Care Match America | Pueblo, CO | Jan 2015 - Apr 2015 | < 1 |
| Ingersoll-rand-air Solutions Group | Pueblo, CO | May 2014 - Dec 2014 | < 1 |
| Trane | Pueblo, CO | May 2014 - Dec 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2016 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2020 |
- CO
- IA
-
Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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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