Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Il shin? Claim Your ProfileIl shin Lee is a registered Investment Advisor Representative with Integrated Wealth Concepts LLC. Il shin Lee has been working in the industry since 2008. Il shin Lee also owns DUFFY KRUSPODIN LLP, a tax preparation, accounting, and CPA firm in Woodland Hills, California. Il shin Lee is licensed to provide advisory services in California. Il shin Lee specializes in financial planning, pension consulting, and portfolio management for individuals.
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.
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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CA
03/03/2023 - Present
Integrated Wealth Concepts LLC (BEVERLY HILLS CA)
Active
Inactive
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