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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Clayton Lee is a financial advisor who has been in the industry for over 25 years. James Clayton Lee is registered to provide financial advice in six states: California, Colorado, Nevada, New Mexico, Oregon and Texas. James Clayton Lee is currently employed by Western International Securities, Inc. where James Clayton Lee specializes in investment advisory services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. James Clayton Lee has experience working with a variety of client types, including individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
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.
1
2
CA
12/18/2000 - Present
Western International Securities, Inc. (Campbell CA)
CA
07/02/1998 - 12/18/2000
NORTH COAST SECURITIES CORPORATION (SAN FRANCISCO CA)
NA
01/16/1997 - 06/18/1998
MORGAN FULLER CAPITAL GROUP, LLC
NA
05/01/1996 - 12/18/1996
TRANSGLOBAL INVESTMENTS INC.
BC
Issued 05/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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