Natalie Fernandez LeeCRD Number: 3176265
Current Firm: Meridian Wealth Management, LLC
Natalie Fernandez Lee (CRD# 3176265) is an Investment Advisor Representative working at Meridian Wealth Management, LLC in Lexington, KY and has over 22 years of experience in the finance industry.
Context Financial LLC
Ameriprise Financial Services, LLC
|Meridian Wealth Management, LLC||Lexington, KY||Feb 2020 - Current||1|
|Greenberg Financial Group||Tucson, AZ||May 2007 - Feb 2020||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,466MILLIONS
Total Number of Accounts2,871ACCOUNTS
Average Account Value$510,788
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, FL, GA, IL, IN, KY, LA, NC, NJ, NV, NY, OH, SC, TN, TX, VA, WA, WI, WV
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