Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Ryan Brinson is a financial advisor with Wealth Enhancement Advisory Services, LLC. Lee is based in Athens, Georgia, and has been a registered investment advisor since 2005. Lee also holds Series 7, 6, 63 and 65 securities licenses and has been working in the financial services industry since 2003. Lee has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
10/07/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
GA
08/25/2011 - 01/25/2018
SILVER OAK SECURITIES, INCORPORATED (ATHENS GA)
NY
01/30/2006 - 05/27/2011
PARK AVENUE SECURITIES LLC (NEW YORK NY)
GA
01/24/2005 - 12/31/2005
TRIAD ADVISORS, INC. (ATLANTA GA)
AZ
10/31/2003 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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