Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Byron Thomson is a financial advisor with over 20 years of experience in the industry. Lee is currently registered with LPL Financial LLC and provides a variety of financial services, including financial planning, investment management, and consulting. Lee is licensed in numerous states, including Texas, Florida, California, and New York. Prior to joining LPL Financial, Lee worked at Legend Equities Corporation.
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
TX
06/19/2019 - Present
LPL Financial LLC (PROSPER TX)
FL
12/03/2003 - 04/05/2007
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 09/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Lee Thomson is the right advisor for you? Invested Better is here to help.
