Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Edward Lee is a financial advisor with Thrivent Investment Management Inc. Brian is a registered representative in Tennessee and Washington. He is also a Registered Investment Advisor in Tennessee and Washington. Brian is licensed to offer securities and investment advisory services in multiple states. Brian has been a financial advisor since 2016. He is committed to helping clients achieve their financial goals through personalized advice and financial planning.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TN
04/13/2018 - Present
Thrivent Investment Management Inc. (Clarksville TN)
BOTH
Issued 12/27/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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