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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Fuller is a financial advisor who has been in the industry since 2003. Lee has a wide range of experience in the financial industry. Lee is currently registered as a Registered Representative (RR) with Cambridge Investment Research Advisors, Inc., where Lee has a branch office location in Delray Beach, Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
10/03/2022 - Present
Cambridge Investment Research Advisors, Inc. (Delray Beach, FL)
FL
12/02/2005 - 09/30/2022
COMMONWEALTH FINANCIAL NETWORK (Delray Beach FL)
MA
03/24/2003 - 12/07/2005
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
IA
Issued 04/08/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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