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Brian Chungyoon Lee

Pruco Securities, LLC

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About Brian Chungyoon Lee

Brian Chungyoon Lee is a financial advisor in Warrington, PA. Brian has been in the financial industry for 10 years, with experience at firms like AXA Advisors, LLC, Pruco Securities, LLC, and Prudential Insurance Company of America. Brian specializes in working with high-net-worth individuals, corporations, and trusts. Brian is licensed to provide investment advice in several states including California, Delaware, Kentucky, Maryland, New Jersey, New York, Pennsylvania, and Virginia. Brian is also a registered representative of Pruco Securities, LLC.

Firm Information

Brian Lee is currently registered with Pruco Securities, LLC. Pruco Securities, LLC is a Limited Liability Company formed in 2003 and headquartered in Newark, NJ. The firm provides investment advisory services including selection of other advisers. They primarily serve high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and trust and estate accounts. Pruco Securities, LLC is registered with the SEC and all 50 states and has over 113,000 accounts under management.
Pruco Securities, LLC

751 BROAD STREET

NEWARK, NJ 07102-3777

$16.38B

Assets Under Management

2,286

Total Clients

3,605

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.

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selection of other advisors

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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.

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other

Compensation from lpl enterprise, llc

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Brian Lee’s Registration & Firm History

PA

07/01/2019 - Present

Pruco Securities, LLC (Warrington PA)

PA

11/05/2014 - 07/01/2019

AXA ADVISORS, LLC (BALA CYNWYD PA)

PA

03/25/2013 - 10/29/2014

PRUCO SECURITIES, LLC. (CHALFONT PA)

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Licenses & Designations

IA

Issued 01/18/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/09/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/02/2015

Series 7 - General Securities Representative Examination

BC

Issued 03/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Chungyoon Lee.
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