Marsha Lee & Company,inc.
Marsha Lee & Company,inc. (CRD# 134286) is a financial advisory firm headquartered in Palm Desert, CA. They manage $29,237,622 in 37 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Marsha Lee & Company,inc.
By the Numbers
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Total Assets Under Management29MILLION
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Total Number of Accounts37ACCOUNTS
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Average Account Value$790,206
Compensation Options
- Commissions
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
CA
Financial Advisors at Marsha Lee & Company,inc.
1
Marsha Lee (CRD# 1028237) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 41 years of experience in the finance industry.
2
Brian Heublein (CRD# 714280) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 29 years of experience in the finance industry.
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