Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames L Lee is a registered investment advisor representative with Per Stirling Capital Management, LLC. James Lee has been in the securities industry for 19 years. James Lee is also registered in Arkansas, Florida, New Mexico and Texas. James Lee has passed the Series 7, Series 65, and Series 66 exams.
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.
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.
Promoter fees
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2
TX
05/11/2017 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
11/19/2003 - 08/02/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (KILLEEN TX)
IA
Issued 04/27/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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