Lee BattenCRD Number: 3041658
Current Firm: Gyl Financial Synergies, LLC
Lee Batten (CRD# 3041658) is an Investment Advisor Representative working at Gyl Financial Synergies, LLC in West Hartford, CT and has over 3 years of experience in the finance industry.
Barron Financial Group, LLP
Lpl Financial LLC
|Gyl Financial Synergies, LLC||West Hartford, CT||Aug 2016 - Current||1|
|Wells Fargo Advisors Financial Network, LLC||West Hartford, CT||Jun 2014 - Aug 2016||2|
|Wells Fargo Advisors LLC||West Hartford, CT||Aug 2010 - Jun 2014||3|
|Unemployed||Richmond, VA||Aug 2008 - Aug 2010||2|
|Wachovia Securities, LLC||Glen Allen, VA||Dec 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2014|
Total Assets Under Management2,867MILLIONS
Total Number of Accounts1,245ACCOUNTS
Average Account Value$2,302,933
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CT, MD, TX, VA
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