Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Campbell Lee is an Investment Advisor Representative associated with LPL Financial LLC. Edward has been in the securities industry for over 18 years and has held several licenses, including Series 6, 7, 26, 63, and 65. Edward has been registered in Colorado and Texas since 2021. Edward offers various financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
11/02/2021 - Present
LPL Financial LLC (DENVER CO)
CO
01/06/2012 - 11/02/2021
TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)
GA
01/10/2005 - 01/06/2012
WORLD GROUP SECURITIES, INC. (DULUTH GA)
BC
Issued 07/26/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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