Colin LeeCRD 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.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|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|
Total Assets Under Management209MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$410,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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