Lee WolcottCRD Number: 2004407
Current Firm: Provident Trust Company
Lee Wolcott (CRD# 2004407) is an Investment Advisor Representative working at Provident Trust Company in Waukesha, WI and has over 28 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Provident Trust Company||Waukesha, WI||Jul 2001 - Current||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1990|
|S65||NASAA Investment Advisors Law Examination||Sep 2001|
Total Assets Under Management2,231MILLIONS
Total Number of Accounts927ACCOUNTS
Average Account Value$2,407,118
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AZ, CA, FL, IL, PA, TX, WI