linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Albert Lee

First Advisors National, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Albert Lee

Brian Lee is a financial professional with over 20 years of experience in the industry. Brian is currently registered with First Advisors National, LLC and is licensed in Illinois. Previously, Brian was employed with W&S Brokerage Services, Inc. in Rosemont, IL, Pruco Securities, LLC in Naperville, IL, and Country Capital Management Company in Batavia, IL. Brian has held various licenses and certifications, including the Series 6, 63, 26, and 65 exams. Brian specializes in retirement planning, financial planning, and portfolio management.

Firm Information

Brian Lee is currently registered with First Advisors National, LLC. First Advisors National, LLC is an investment advisory firm based in Atlanta, GA, with 69 investment adviser representatives and approximately $448,270,954 in regulatory assets under management. The firm provides financial planning and portfolio management for individuals, including retirement planning consultations.
First Advisors National, LLC

1372 PEACHTREE STREET NE

ATLANTA, GA 30309

$448.27M

Assets Under Management

22

Total Clients

66

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

retirement planning consultations

Retirement planning consultations

Fee Structure

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor/endorsement fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Lee’s Registration & Firm History

IL

01/19/2022 - Present

First Advisors National, LLC (South Elgin IL)

IL

07/13/2018 - 01/10/2022

W&S BROKERAGE SERVICES, INC. (Rosemont IL)

IL

01/12/2016 - 01/31/2017

PRUCO SECURITIES, LLC. (NAPERVILLE IL)

IL

05/04/2004 - 02/29/2016

COUNTRY CAPITAL MANAGEMENT COMPANY (BATAVIA IL)

Not sure if Brian Albert Lee is right for you?

Licenses & Designations

IA

Issued 12/20/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Albert Lee.
Not sure if Brian Albert Lee is right for you?