Lee KilbrithCRD Number: 3100072
Current Firm: H.d. Vest Advisory Services, Inc.
Lee Kilbrith (CRD# 3100072) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in West Palm Beach, FL and has over 19 years of experience in the finance industry.
Davis Private Wealth, LLC
Indian River Financial Group, Inc.
Castle Wealth Management
|H.d. Vest Investment Services||Huntington, NY||Jul 1998 - Current||19|
|Hawast & Kilbrith||Huntington, NY||Sep 1992 - Jan 2009||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1998|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY