Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew James Lee is a registered Investment Advisor Representative in Illinois. Andrew James Lee is currently registered with Rooted Wealth Advisors. Andrew James Lee is also a registered Investment Advisor Representative in Illinois. Andrew James Lee has 1 state exam, the Uniform Investment Adviser Law Examination. Rooted Wealth Advisors has 3 clients and approximately $318 million in regulatory assets under management. The firm's main office is located in Bourbonnais, Illinois. Rooted Wealth Advisors provides investment advice to individuals and families. Rooted Wealth Advisors also provides financial planning services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IL
01/18/2023 - Present
Rooted Wealth Advisors (Bloomington IL)
IA
Issued 12/30/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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