Man Lee (CRD# 7114668) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 5 years of experience in the finance industry.
CRD# 5366446
Lavish Financial Planning
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4132890
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Nisivoccia Wealth Advisors, LLC | Mount Arlington, NJ | Jan 2020 - Current | 4 |
Avantax Insurance Agency And/or Avantax Insurance Services | Mount Arlington, NJ | Jan 2020 - Current | 4 |
Nisivoccia LLP | Mount Arlington, NJ | Jan 2020 - Current | 4 |
Avantax Insurance Services, Inc. | Mount Arlington, NJ | Nov 2019 - Current | 4 |
Avantax Advisory Services | Mount Arlington, NJ | Oct 2019 - Current | 5 |
Avantax Investment Services, Inc. | Mount Arlington, NJ | Oct 2019 - Current | 5 |
Nisivoccia LLP | Mount Arlington, NJ | Sep 2004 - Current | 20 |
1st Global Capital Corp. | Mount Arlington, NJ | May 2019 - Oct 2019 | < 1 |
1st Global Advisors Inc. | Mount Arlington, NJ | May 2019 - Oct 2019 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- NJ
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Total Assets Under Management41,696MILLIONS
-
Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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
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