Brent Lee, financial advisor Williston ND

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 16 years of experience in the finance industry.

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Company Name Location Dates Years
Concorde Investment Services, LLC Livonia, MI Jun 2016 - Current 7
Concorde Asset Management, LLC Livonia, MI Jun 2016 - Current 7
Truwealth Financial Williston, ND Nov 2013 - Current 10
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brent W. Lee
Phone Number: 248-824-6710
Registered State(s):
  • AZ
  • CA
  • CO
  • MN
  • MT
  • NC
  • ND
  • SC
  • SD
  • TX
  • VT
By the Numbers
  • Total Assets Under Management
    306
    MILLIONS
  • Total Number of Accounts
    2,371
    ACCOUNTS
  • Average Account Value
    $128,929
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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