Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alfred? Claim Your ProfileAlfred Kithong Lee is an investment advisor representative associated with Angel Oak Capital Advisors, LLC. Alfred has been in the securities industry since February 11, 2016. Alfred is registered with the state of Georgia and has passed the Series 63, Series 65, Series 7, and Series 24 exams. Alfred is currently employed with Angel Oak Capital Advisors, LLC and has previous experience with VOYA INVESTMENTS DISTRIBUTOR, LLC and E*TRADE SECURITIES LLC. Alfred specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Alfred is also a co-owner of a restaurant franchise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
GA
04/25/2022 - Present
Angel OAK Capital Advisors, LLC (ATLANTA GA)
GA
03/18/2019 - 01/06/2022
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
07/09/2015 - 09/11/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
IA
Issued 07/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/11/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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