Brent Lee, financial advisor Williston ND
93 score

Brent Lee

CRD 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 9 years of experience in the finance industry.

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Company Name Location Dates Years
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 3
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
Gateway Storage Grand Forks, ND May 2007 - Sep 2007 < 1
Tri County Water Hutchinson, MN Sep 2006 - May 2007 < 1
Slumberland Hutchinson, MN Sep 2005 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Brent W. Lee
Phone Number: 248-824-6710
Registered State(s):
  • ND
By the Numbers
  • Total Assets Under Management
    236
    MILLIONS
  • Total Number of Accounts
    2,048
    ACCOUNTS
  • Average Account Value
    $114,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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