Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Matthew Lee is an investment advisor representative at Total Investment Management, Inc., a firm based in Scottsdale, Arizona. Bryan has been an investment advisor representative since 2006. Previously, Bryan was an investment advisor representative at Invest Financial Corporation. Bryan is registered with the state of Arizona.
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.
Helps you choose top advisors aligned with your financial 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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AZ
05/09/2006 - Present
Total Investment Management, Inc. (SCOTTSDALE AZ)
AZ
01/01/2006 - 11/11/2008
INVEST FINANCIAL CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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