Brent LeeCRD Number: 5436195
Current Firm: Concorde Asset Management, LLC
Brent Lee (CRD# 5436195) is an Investment Advisor Representative working at Concorde Asset Management, LLC in Williston, ND and has over 10 years of experience in the finance industry.
Fsc Securities Corporation
Concorde Asset Management, LLC
Northwestern Mutual Investment Services,llc
|Concorde Asset Management, LLC||Livonia, MI||Jun 2016 - Current||1|
|Concorde Investment Services, LLC||Livonia, MI||Jun 2016 - Current||1|
|Truwealth Financial||Williston, ND||Nov 2013 - Current||4|
|Lebenthal Wealth Advisors, LLC||New York, NY||Oct 2014 - Jun 2016||1|
|Lebenthal And Co, LLC||New York, NY||Oct 2014 - Jun 2016||1|
|Affilated Financial And Insurance Service||Williston, ND||Feb 2012 - Oct 2014||2|
|Ing Financial Partners, Inc.||Williston, ND||Jul 2011 - Oct 2014||3|
|Minnesota Life Insurance Company||St Paul, MN||Oct 2007 - Oct 2014||7|
|North Star Consultants, Inc.||Minnetonka, MN||Oct 2007 - Oct 2014||7|
|Cri Securities, LLC||St Paul, MN||Oct 2007 - Jun 2011||3|
|Securian Financial Services, Inc.||St Paul, MN||Oct 2007 - Jun 2011||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management195MILLIONS
Total Number of Accounts1,729ACCOUNTS
Average Account Value$112,924
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI
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