Lee BrinsonCRD Number: 4717971
Current Firm: Fintrust Capital Advisors, LLC
Lee Brinson (CRD# 4717971) is an Investment Advisor Representative working at Fintrust Capital Advisors, LLC in Greenville, SC and has over 19 years of experience in the finance industry.
Apex Capital Management LLC
|Fintrust Brokerage Services, LLC||Athens, GA||Feb 2018 - Current||5|
|Fintrust Capital Partners, LLC||Athens, GA||Jan 2018 - Current||5|
|The Classic Center Authority||Athens, GA||Jul 2014 - Current||8|
|Fintrust Capital Advisors, LLC||Athens, GA||May 2011 - Current||12|
|Fintrust Insurance And Benefits, Inc.||Athens, GA||May 2011 - Current||12|
|Fmu, Inc.||Athens, GA||Jan 2016 - Sep 2021||5|
|Silver Oak Securities, Inc.||Athens, GA||May 2011 - Dec 2017||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2003|
|S65||NASAA Investment Advisors Law Examination||Feb 2005|
Total Assets Under Management1,725MILLIONS
Total Number of Accounts2,083ACCOUNTS
Average Account Value$827,962
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, CA, FL, GA, LA, SC, TX
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