linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Aaron Lee

MacH-1 Financial Group, LLC

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

About David Aaron Lee

David Aaron Lee is a financial advisor with Mach-1 Financial Group, LLC. David Lee has been in the industry since January 2008. He is registered to provide investment advice in Arkansas and Texas. David Lee is also a President of David A Lee, Inc., a President of Mach-1, LLC and a President of Lee and Lee Investments, LLC.

Firm Information

David Lee is currently registered with MacH-1 Financial Group, LLC. MacH-1 Financial Group, LLC is an investment advisor headquartered in Rogers, Arkansas. The firm provides financial planning and portfolio management services for individuals and other clients. They manage over $354 million in assets for approximately 3,089 accounts. MacH-1 Financial Group offers their services to individuals (both high-net-worth and other), corporations, charitable organizations, and other clients.
MacH-1 Financial Group, LLC

1001 S. 52ND STREET

ROGERS, AR 72758

$354.37M

Assets Under Management

Not reported

Total Clients

7

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

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.

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.

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.

David Lee’s Registration & Firm History

AR

12/12/2019 - Present

MacH-1 Financial Group, LLC (ROGERS AR)

Not sure if David Aaron Lee is right for you?

Licenses & Designations

IA

Issued 06/25/2007

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Aaron Lee.
Not sure if David Aaron Lee is right for you?