Marsha Lee & Company,inc.

Marsha Lee & Company,inc. (CRD# 134286) is a financial advisory firm headquartered in Palm Desert, CA. They manage $16,439,533 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $483,516
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.
Showing 1 - 1 of 1 top financial advisors.
1
Marsha Lee
CRD#: 1028237
73241 Highway 111, Suite 3a, Palm Desert, CA 92260
83
Wealthminder
score

Marsha Lee (CRD# 1028237) is an Investment Advisor Representative working at Marsha Lee & Company,inc. in Palm Desert, CA and has over 35 years of experience in the finance industry.

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