Colin Lee, financial advisor Houston TX
90 score

Colin Lee

CRD Number: 6403591
Current Firm: Horizon Advisors, LLC

Colin Lee (CRD# 6403591) is an Investment Advisor Representative working at Horizon Advisors, LLC in Houston, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Horizon Advisors, LLC Houston, TX Aug 2017 - Current < 1
Minnesota Life Ins Co St Paul, MN Oct 2014 - Aug 2017 2
Planto Roe Financial Services, Inc. San Antonio, TX Oct 2014 - Aug 2017 2
Securian Financial Services, Inc. St Paul, MN Oct 2014 - Aug 2017 2
Aon Hewitt The Woodlands, TX Feb 2013 - Aug 2014 1
Aggieland Credit Union College Station, TX Aug 2012 - Dec 2012 < 1
Jm Trailers LLC Bryan, TX Mar 2012 - Jul 2012 < 1
Texas A&m University College Station, TX Sep 2011 - Feb 2012 < 1
Jame Avery Craftsman Kerrville, TX Jun 2011 - Aug 2011 < 1
Texas A&m University College Station, TX Feb 2011 - May 2011 < 1
Anytime Fitness College Station, TX Apr 2009 - Jan 2011 1
Texas A&m University College Station, TX Aug 2008 - Mar 2010 1
Harper High School Harper, TX Aug 2006 - May 2008 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Colin M. Lee
Phone Number: 713-748-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    209
    MILLIONS
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $410,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

TX

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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